Family Office Services

We employ a disciplined and structured approach to work closely with families to manage their personal affairs and ease the burden of their administrative responsibilities. We offer a broad range of services, which are coordinated with key family and business team members. We apply our proven expertise and attention to detail in the following areas:

  • Banking needs
  • Bill paying, financial records and cash management
  • Household payroll and reporting
  • Coordinating income tax and other compliance filings
  • Preparation of budgets and cash flow management
  • Reconciliation of bank and investment accounts
  • Coordinating information flow with ongoing service providers
  • Tracking and analysis of family assets
  • Document and record management
How Can We Help?

 
Understanding and Interpreting Your Financial Statement

Understanding and Interpreting Your Financial Statement

The below article by Kassouf & Co. Managing Director, Gerard J. Kassouf, CPA, was recently featured in the Summer 2017 ... Read More
President Trump's Individual and Business Tax Proposals

President Trump’s Individual and Business Tax Proposals

In a recent issue of Birmingham Medical News, Kassouf & Co. Managing Director, Gerard J. Kassouf, CPA, explains the tax ... Read More
CCH Special Report: ACA REPEAL AND REPLACEMENT

CCH Special Report: ACA REPEAL AND REPLACEMENT

House Approves ACA Replacement Bill; Benefits Remain The House voted along party lines on May 4 to approve a repeal and replacement ... Read More

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