Armanino has more than 35 years of experience advising families similar to yours on how to manage their day-to-day financial, investment and family concerns. Our team of qualified experts can assist you and your family with:
Personal CFO
- Managing your day-to-day finances and payroll Investment accounting, reconciliation and analysis
- Budgeting, record keeping, tax planning and cash flow management
- Overseeing wealth managers, estate planners and other trusted advisors
- Centralized document storage
Business Structuring
- Determining what type of business structure to create
- Financially forming, growing or dissolving your business
- Reducing your business’s tax rate
Household Management
- Managing payroll of household staff and tracking of independent contractors
- Paying your bills, banking, handling your budget and cash flow analysis
- Managing collectibles, luxury goods and vehicle ownership
- Purchasing and financing major assets
Strategic Philanthropy
- Developing a strategic charitable giving plan to pass from generation to generation
- Creating a philanthropic avenue to carry on your values and legacy
- Implementing charitable giving and getting the whole family involved
- Establishing foundations and trusts
- Providing education for you and your family
Legacy Planning
- Educating your family on finances and investments
- Developing a strategic plan to preserve your family legacy and tell your story
- Transferring your wealth to your family in a way that protects their well-being
- Establishing clear roles and responsibilities for you and your family
Wealth Preservation
- Protecting your assets from creditors and other third-party collectors
- Reducing your exposure to income and estate taxes
- Working with your other trusted advisors to develop a protection strategy
We also offer our clients a comprehensive document tune-up, in which we compile all important accounts, documents and relationships associated with the running of a family organization and assess them for maximum effectiveness.
