Personal Business Management and Family Office Services

Personal Business Management and Family Office Services

The dedicated professionals of our business management and family office services division provide a complete range of state-of-the-art accounting and tax, advanced planning, advisory, and lifestyle services. Our clients include high-net-worth families, entrepreneurs, senior executives, and closely-held businesses. Often in conjunction with other professionals, we develop and implement customized solutions addressing a diverse set of needs and wants with the goal of enabling our clients to concentrate on what’s really important to them—their families, business interests, and quality of life.

EXAMPLES OF GELTRUDE’S PERSONAL BUSINESS MANAGEMENT AND FAMILY OFFICE SERVICES

Accounting

  • Consolidated financial reports
  • Net worth statements
  • Outsourced accounting and CFO services

Tax Planning and Preparation

  • Preparation of individual, corporate, partnership, foundation, fiduciary, and gift tax returns
  • Representation before tax authorities
  • Annual tax projections and quarterly and annual tax planning

Advanced Planning

  • Personal wealth enhancement strategies
  • Tax-advantaged charitable giving
  • Asset protection solutions

Personal Financial Management

  • Payment of bills and vendor liaison
  • Cash flow planning and projections
  • Expense management and reporting

Investment monitoring and evaluation

  • Investment performance assessments
  • Free analysis and verification
  • consolidated portfolio reporting

Lifestyle Services

  • Coordinate professionals during a crisis
  • Arrange for the appropriate concierge healthcare solution
  • Project management

Advisory

  • Succession planning
  • Valuation
  • Mergers and acquisitions

 

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