We simplify our client’s lives by providing comprehensive administrative services for a small number of families on a structured and transparent basis. Simply stated, we bring corporate discipline to family finance. Our services are provided under the direction of experienced CPAs. We are independent and objective. We do not sell any products and we do not provide investment advisory services.
We pride ourselves on providing thoughtful, independent advice and financial management for families. From bill pay and check writing to complex, strategic estate tax planning, our team works collaboratively with legal, accounting and investment professionals to achieve the best results for our clients.
We are a CPA firm dedicated to serving the individual needs of the family as an economic unit. Our team members have deep technical skills in accounting, taxes and regulatory matters impacting complex family finances.
Our people typically have years of experience with family office services and major international accounting firms including Arthur Andersen, Pricewaterhouse Coopers, and Ernst & Young.
*References are available upon request