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Support For Family Offices

Customized services and strategies.

The term family office can refer to a family controlled investment group, and also the two major terms: single family office (SFO) or multi-family office (MFO). 

Our customized services and strategies for family office clients include:

  • Accounting / Bookkeeping
  • Bill paying
  • Tax return preparation
  • Multi-generational wealth planning and education
  • Investment management, monitoring and reporting
  • Private foundation structuring
  • Philanthropic planning
  • Private accounting and tax services
  • Estate planning
  • Asset acquisition
  • Risk management

Want to learn more?

 Contact us