Family Office Services

We provide a complete suite of family office services designed to allow you to outsource all or a portion of your family office service needs.

Cash Flow Management

• Bookkeeping and bill payment
• Cash flow projections
• Budgeting and cost analysis
• Liquidity cash management

Tax Planning and Compliance

• Personal and business tax returns
• Trust, gift, and foundation tax returns
• State residency planning
• Tax minimization strategies

Data Aggregation and Reporting

• Consolidated reporting and analysis
• Balance Sheet management
• Permanent record and document retention
• Daily, weekly, monthly reporting

Lifestyle, Household and Philanthropic Advisory

• Concierge services and private travel management
• Household employee administration
• Property management
• Philanthropic advisory and foundation management