Tax & WealthTax & Wealth

Family Office Services

We help manage complex financial assets in a strategic and transparent manner.

Strategic Family Planning

We provide peace of mind

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.

What do we offer to our families?

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.

see what we can do for you

A Disciplined Strategic Approach

  • Evaluate unique family needs and objectives
  • Develop a comprehensive plan to protect assets and transfer wealth
  • Work with your trusted advisors to implement the plan
  • Monitor the results and provide consolidating summary reports

Why We’re Right for Your Family

Our years of experience & collaborative approach ensure that you meet your financial goals

  • Cash management
  • Bill pay and check writing
  • Charitable contribution planning
  • Income tax planning and preparation
  • IRS audit representation
  • Estate planning and implementation
  • Consolidated reporting and record keeping
  • Strategic planning sessions with your team of advisors
  • Seamless implementation strategy

What Sets Us Apart

We’re dedicated to your success

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

  • We utilize the best technology available to serve our clients
  • We invest in facilities to match that of the Big 4 firms
  • We are independent and objective- we do not sell any insurance or investment products

Let Us Help Simplify Your Life