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Geltrude & Company LLC

Accounting Firm in Nutley, New Jersey

Contact us: 973-667-9100
513 Franklin Avenue, Nutley, NJ 07110
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You are here: Home / Family Office Services

Family Office Services

family office with accountants

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.

TYPES 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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Geltrude

  • Home
  • Team
  • Media
  • Contact
  • Client Portal

Services

  • Accounting
  • Advisory Services for LGBTQ Community
  • Auditing
  • Employee Benefit Plan and Pension Audits
  • Family Office Services
  • Financial and Retirement Planning
  • Litigation, Forensic and Valuations
  • Outsourced Accounting Services
  • Taxation, Compliance, and Planning
  • Tax Credit Services

Industries

  • Construction
  • Family Owned Business
  • Manufacturers, Wholesalers, and Distributors
  • Non-Profits and Foundations
  • Professional Firms
  • Real Estate
  • Retail

Geltrude & Company, LLC
513 Franklin Avenue
Nutley, NJ 07110
© 2021. Geltrude & Company LLC. All rights reserved.
973-667-9100
info@geltrude.com
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MGI Worldwide is a leading international network of separate and independent accounting, legal and consulting firms that are licensed to use “MGI” or “member of MGI Worldwide” in connection with the provision of professional services to their clients. MGI Worldwide is the brand name referring to a group of members of MGI-CPAAI, a company limited by guarantee and registered in the Isle of Man with registration number 013238V, who choose to associate as a network as defined in IFAC (IESBA) and EU rules. MGI Worldwide itself is a non-practising entity and does not provide professional services to clients. Services are provided by the member firms of MGI Worldwide. MGI Worldwide and its member firms are not agents of, and do not obligate, one another and are not liable for one another’s acts or omissions.