We provide outsourced tax preparation and consulting services to family offices, ultra-high-net-worth families and large family groups. With deep estate planning and family office structuring expertise, we translate sophisticated planning into required tax reporting. We understand the requirements for strict confidentiality, top-tier planners, and the most experienced tax professionals; our clients trust us to be their best resource for managing their complex tax needs.
We prepare tax returns for multi-generational families and manage reporting requirements for individuals, trusts, family partnerships and charitable vehicles. Family offices leverage our expertise, efficiency and technology to manage large tax compliance projects. We understand that family office managers wear multiple hats and that their personnel cannot be devoted strictly to tax issues. Our outsourced tax services help minimize tax compliance cost and time investment.
We currently have relationships with over a dozen major Chicago-area family offices as well as established family relationships in the Houston, Kansas City, and Santa Barbara markets.
Our family office support services include:
- Estate, Gift & Trust Income Tax Preparation
- Individual & Partnership Income Tax Preparation
- Family Limited Partnership Accounting & Section 704(c) planning
- Charitable Vehicle Income Tax Preparation
- Family Office Structuring
