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?


CCH Tax Briefing: Administration’s 2017 Tax Reform Outline

White House Calls For Big Individual And Business Tax Cuts, And More President Trump has unveiled a tax reform outline ... Read More

Succession and Talent Management

In the most recent issue of the Birmingham Medical News, Jerry Callahan discusses "Succession and Talent Management."  Looking at the ... Read More

Our New Location

In our eighty-fifth year, Kassouf & Co., P.C. is proud to announce our new location as of November 21, 2016 2101 Highland Avenue South Suite ... Read More

 Family Office Services
 Professional Services
 Real Estate