For Family Offices

Services we provide to family offices include:

Support all financial management activities, including accounting and financial reporting

Evaluate financial management systems, processes and internal controls and recommend and implement enhancements as appropriate

Develop and implement financial planning & analysis tools, including key metrics customized for the family, to support budgeting, performance measurement and risk assessment

Provide transparency to family members through customized reporting to support strategic decisions and liquidity management

Work closely with family office management team and tax advisors on all tax matters related to the family office enterprise and develop tax planning strategies customized for each asset class in the portfolio

Work closely with tax advisors to the family office and their estate counsel to understand the estate plan goals and objectives of the family and assist in implementing effective estate plan strategies

Provide accounting and reporting oversight for Trusts, Foundations, and other family estate planing vehicles and strategies

Monitor investment portfolios, including performance reporting, and assist in the implementation of the family's evolving portfolio strategy

Support family office management team in analysis and due diligence of potential investment transactions including purchase or sale of investment assets and mergers, acquisitions or divestitures

For Family Offices That Are Registered Investment Advisors:

Assist with full range of back-office and middle-office functions, including accounting, reporting, tax, and compliance support

Work with other service providers including fund administrators, custodians, auditors, tax advisors and compliance specialists to structure, create and support investment vehicles that are managed by the RIA

Work with counsel and compliance advisors on required record keeping and filings, including form ADV