Financial Planning

Our Family Office serves as a unique concierge to help you with your financial and household needs. We cover everything from paying bills, payroll processing and financial advisory assistance to travel arrangements and hiring employees and domestic help. And because we are tax consultants first and foremost, we're 

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 advisers, 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 we offer are: 

• Financial and estate planning

• Tax planning and preparation

• Personal, partnership and trust accounting

• Bill payment

• Investment account reconciliation

• Coordination of insurance

• Contract negotiation

• Travel arrangements

• Family meetings and communication. 

Experienced and professional accountants Ready to talk.

Call now for a consultation