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?

 
Non-Tax Family Issues in Estate Planning

Non-Tax Family Issues in Estate Planning

Under current law, the estate tax exemption is $5,490,000 per person or $10,980,000 for a married couple. Assets in these ... Read More
Multi-State Tax Issues

Multi-State Tax Issues

As wholesale distribution companies continue to grow and stretch their physical and economic footprint, salespersons, delivery vehicles, and support personnel ... Read More
CCH Tax Briefings: 2017 YEAR-END TAX PLANNING

CCH Tax Briefings: 2017 YEAR-END TAX PLANNING

Tax Reform, IRS, Court Decisions, and More Add to Uncertainties at Year-End ©2017  Wolters Kluwer. All Rights Reserved. Year-end 2017 ... Read More

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