Multi-generational, high net worth families need more than guidance from advisors. They need a firm that integrates intellectual capital with a personal commitment to service and a unique understanding of their needs. Our family office practice is focused on helping multi-generational families and their team of advisors navigate the complexities of their wealth and businesses.

Tax Planning & Compliance

Our experienced tax professionals develop customized strategies to optimize tax savings while aligning with your family's financial goals. From income tax planning to estate and gift tax strategies, we ensure every aspect of your tax profile is carefully managed.

• Income Tax Planning and compliance for individuals and owned businesses
• Estate and Gift Tax Planning
• Trust Taxation
• Investment Tax Planning
• International Tax Services
• Charitable Giving Strategies
• Family Business Taxation
• State and Local Tax (SALT) Services
• Tax Credits and Incentives

Family Office Accounting Support

Whether you require assistance with cash flow management, budgeting, or financial analysis, our team is here to streamline your operations and enhance efficiency.

• Bookkeeping
• Financial Statement Preparation
• Budgeting and Forecasting
• Cash Flow Management
• Data Analytics
• Accounts Payable and Receivable Management
• Expense Management
• Financial Reporting
• Specialized Accounting Services

Assurance & Advisory Services

Our team provides assurance services utilizing a customized and tailored approach that facilitates meaningful, yet discrete, dialogue with family members and professional advisors. Additionally, our professionals can help family office structures navigate the complex regulatory and internal management environment.

• Audits, reviews and compilations
• Evaluation of internal controls and monitoring risks
• Agreed-Upon Procedures specific to facts and circumstances
• Investment/closely held business due diligence
• Post-transaction audits and reviews
• Data security & privacy protection