Family Office Services

Our Family Office Services function as a unique concierge to assist high-net-worth individuals and families with their financial and household needs. We cover everything from paying bills and payroll processing to travel arrangements and hiring employees and domestic help.


Our family office services department is capable of handling every aspect of a family office without the significant infrastructure and payroll costs associated with an independent office. The services we offer to clients are tailored to fit the needs of each family. We will coordinate with your current financial advisors, attorneys, bankers and insurance agents to ensure your desired financial interests are being achieved.


We can also recommend qualified professional service providers to ensure you achieve the desired results. Some of the Family Office Services that we offer are:


  • Bill payment and reporting 
  • Personal financial statements
  • Coordination of professional service providers
  • Concierge and other services, such as –
  1. Organize travel arrangements
  2. Perform personal assistant services
  3. Oversee services for home repairs and deliveries
  4. Coordinate special events
  5. Assist in family conflict resolution
  6. Host annual family meetings
  7. Prepare household employee payroll
  8. Supervise construction projects
  9. Negotiate and acquire real estate, cars and jewelry
Whatever your family’s needs are, we will develop a solution that simplifies your life so that you can focus on the things that are most important to you.

Experienced and professional accountants Ready to talk.

Call now for a consultation