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.



  • 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


  • Succession planning
  • Valuation
  • Mergers and acquisitions


Leave a Reply

Your email address will not be published. Required fields are marked *