Services

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.