Official Partners

BerryDunn’s Family Office services team has the expertise needed to help your family office navigate accounting, tax, and business issues. Based out of our Boston office, we provide a full suite of services, including outsourced accounting; CFO, controller, and back office services; tax planning and compliance; business valuation; succession planning; IT consulting; and project management. Learn More
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RSM empowers family offices with trusted advisors and scalable solutions—built for complexity, guided by legacy, and designed to thrive across generations. Learn More