Services

We offer tax compliance and planning services, and our Family Office services include:

• 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
• Concierge services

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.