Family Office Services

Reporting starts with understanding your family’s information requirements for critical decision-making. We’ll track assets and liabilities to establish your net worth, including personal use assets, investment portfolio assets, real estate investment assets, and legacy-oriented assets. We manage bill pay to ensure accuracy and provide robust, user-friendly reporting to guide decisions.

We’ll review the controls you already have in place, recommend improvements, and monitor their implementation. Fraud and malfeasance plagues almost 30% of family offices, but suitable internal controls will provide checks and balances designed to help mitigate this risk.

Understanding your cash flow sources and requirements will go a long way to ensuring you achieve your goals. We’ll help orchestrate budgeting to eliminate your cash management headaches. We can work closely with your family and your wealth advisors to help ensure there are few, if any, surprises.

An operational review will examine your annual plan for insurance reviews, technology assessments, key advisor meetings, and balance sheet reviews with key advisors and family members. Small changes to operational behaviors, like setting standing meetings, can make a big impact on your family office’s operations.

Our tax professionals can review your current strategies and advise ways to reduce your tax burden. Our services are designed to make collecting tax information as painless as possible.We work closely with you and your tax advisors to integrate technology that will consolidate your portfolio information, enabling you to mitigate taxes through tax loss harvesting and reducing overall risk.