Family Office Services

We simplify the many demands of life to help our clients pursue what they are passionate about…

While significant wealth brings many benefits for individuals and families, it can also mean major challenges and shifting responsibilities in a sophisticated and complex world. Our Family Office practice offers a comprehensive set of integrated services to individuals and their families, Single Family Offices and Multi-Family Offices.

As your family wealth grows, so do the complexities.

As your family wealth grows, so do the complexities.

Our clients, as well as their wealth advisors, attorneys and bankers appreciate our proactive approach, bringing a strategic perspective to our clients’ needs. We work alongside our clients’ trusted team to coordinate efforts for the full scope of life, family dynamics and investment-related issues.

We work closely with each client to develop a comprehensive Family Office Plan customized to meet their unique needs. We can function as a personal Family Office or supplement an already existing Family Office with experienced professionals whose skills range from accounting and financial reporting as well as CFO-level assistance. We provide services ranging from the more strategic concerns such as succession planning, philanthropic giving and complex tax, trust and estate issues to more tactical daily and monthly management matters such as accounting services, bill payment and consolidated reporting.


Learn More About Our Family Office Capabilities


We Can Be Your Family Office - For Individuals and Families

  • Work as a Team with Family Members, Legal, Trust and Estate, and Investment Advisers on all Aspects of Wealth Management

  • Advise, Design and Implement a Wide Range of Special Projects including “What If” Scenarios

  • Human Resource Functions including Payroll; Benefits Administration; Assistance with Recruiting, Staffing, Background Checks, Employee Evaluations

  • Real Estate Issues Including Oversight of Real Estate Projects; Financial Accounting; Budget; Vendor Management

Tax Advice, Planning and Compliance

  • Preparation of Partnership, Corporate, Trust, Foundation, Gift and Individual Income Tax Returns for all Family Office Entities and Members

  • Determination of Quarterly Estimates for Trusts and Family Members

  • Manage Streamlined and Timely Access to Hedge Fund and Private Equity K-1s; Year-End Tax Estimate Letters; Tracking and Preparation of Other Tax Related Documents

  • Review of Income and Transfer Tax Consequences Associated with Various Investment and/or Other Transactions

  • Expertise in all Foreign Holding and Investment Related Disclosures Required for Entities, Trusts and Family Members

  • Expertise in Multi-State Filings and Issues

  • Expertise in Family Limited Partnerships and Other Investment Partnerships That Have Carried Interest Allocations

  • Determination of Trust Accounting Income vs Principal Associated with Flow-Through Income of Fund of Funds Investment Partnerships Owned by Trusts

  • Advising on Qualified Small Business Stock and Optimal Integrated Income and Transfer Tax Planning

  • Expertise with Special Assets such as Private Jets and Associated Tax Treatment

  • Expertise and Assistance with Tracking of Tax Basis for All Partnership and Other Investments including Tracking of Section 754 Step Up Basis Specific to Certain Interests

  • Federal and State Income Tax Examinations and Inquiries

Trust and Estate Planning

  • Implementing Philanthropic, Family Legacy Goals and Wealth Transfer Strategies

  • Working with Counsel to Establish Private Foundations and Other Structures

Financial Reporting

  • Weekly, Monthly and or Quarterly Reporting for the Family or for Family Businesses

  • Consolidated Reporting and Tracking of Investment Assets

  • Management of Capital Calls, Stock Distributions, Tax Basis

  • Tracking of Company Stock and Stock Options

  • Net Worth, Cash Flow Analysis and Other Specialized Reporting

Specialized Client Accounting Services and Bill Payment

  • Individual and Specialized Entity Bookkeeping and Accounting, including Private Foundations

  • Client Accounting Services, Bill Payment, Wire Transfers, Cash Management

  • Consult on Optimal Internal or External Bill Payment Systems to Streamline Segregation of Costs

Create Your Own Family Office – All of the Above Plus

  • Family Office Management Company Structuring Including Ownership Structure, Optimal Management Fee Arrangements Including Allocation of Fees and Other Operating Expenses Among Taxpaying Entities and Individuals Served by the Family Office, etc.

  • Clarifying Philanthropic Missions; Setting up the Optimal Structure Including Guidance on When to Use Private Foundations vs. Donor Advised Funds for Certain Donations of Appreciated Holdings

  • Determining Operational Model, Staffing Requirements, Job Descriptions

  • Setting Up Accounting Systems; Establishing Procedures and Quality Control

  • Internal Control Reviews and Risk Assessments of Your Family Office Operations