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
