We offer tax compliance and planning services, and our Family Office services includes:
- Cash Management & bill pay
- Electronic document management & sharing file structure
- Household Employee management
- Non-profit organization management
- Trust administration
- Real estate, aircraft and small business management
- Insurance analysis
- Risk analysis and legal structure review
- Charitable Donations management
- Income Tax Planning
- Estate Tax planning & coordination with team members
- Investment administration by entity
We have a network of advisors we work with including national accounting firms, attorneys, insurance brokers, payroll companies and investment advisors.
These services may be customized to fit your financial needs and goals.