BerryDunn
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.
Our team delivers expertise with professionalism and confidentiality. We are committed to helping you create, grow, and protect your business’ value for generations. Whether you’re looking to bolster your back office, build a solid foundation for the next generation of ownership, modernize your IT systems, or other ways to optimize your family office, we can help.
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 Michel CaouettePrincipal mcaouette@berrydunn.com (207)-541-2254 |
Kathy ParkerWe offer a full suite of family office services, including:
- Outsourced accounting
- Tax planning and compliance
- Business valuation
- Succession planning
- IT consulting
- Project management
Our collaborative approach, within your office and across our firm, extends to your other advisors and is customized to meet your family’s specific needs. We offer clients:
- Proactive and responsive advice—We provide timely, reliable, and relevant information to help you make wise decisions for your family.
- Depth of experience—Our outsourced accounting, tax, and consulting services integrate seamlessly.
- Efficiency—We save you the time needed to hire, train, and supervise accounting employees.
Contact Name
Headquarters
2211 Congress Street
Portland, ME 04102
United States