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?

 
2019 Medicare Remits

2019 Medicare Remits

2019 marks the first performance year for Medicare to pay incentive payments to eligible MIPS participants. Whether you are receiving ... Read More
Kassouf & Co., P.C. Financial Planner Michelle G. Carney, CFP® honored with 2018 Jack Davis Professional Achievement Award

Kassouf & Co., P.C. Financial Planner Michelle G. Carney, CFP® honored with 2018 Jack Davis Professional Achievement Award

Michelle G. Carney, CFP® Financial Planner, Kassouf & Co. Kassouf & Co., P.C. Financial Planner Michelle G. Carney, CFP® was ... Read More
2019 Coding Update with Kim Huey, MJ, CHC, CPC, CCS-P, PCS, CPCO, COC

2019 Coding Update with Kim Huey, MJ, CHC, CPC, CCS-P, PCS, CPCO, COC

As 2018 draws to an end, so do your chances to prepare for the ICD-10, HCPCS, CPT and Medicare policy ... Read More

Industries
 Construction
 Distribution
 Family Office Services
 Healthcare
 Hospitality
 Manufacturing
 Not-For-Profit
 Professional Services
 Real Estate
 Retail
 Technology