Family Office Administration Overview
Our Family Office Administration offers sophisticated financial management and a broad menu of high-touch services to the affluent and ultra-affluent markets. The level of attention offered to families through such services as intergenerational counseling or development of family mission statements has become the hallmark of our Family Office Administration services.
Core Principles
Family Legacy Preservation – preserving the family business or family wealth from generation to generation
Depth and Breadth of Services – superior high touch, customized and sophisticated family office services
Specialization and Attention to the ‘Soft Services’ – offerings that vary from bookkeeping and bill paying to family governance and succession planning
Entity Administration – partnership accounting; trust management; foundation management
| Document and Record Management |
Gather and record data to facilitate effective transaction planning and efficient tax compliance
Use of recordkeeping data to report on the entity’s financial status, monitor asset performance, and anticipate liquidity needs
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| Family Meetings |
Largely because of the complicated lives and finances of our client families, we are able to help bring simplicity and structure to their lives by more effectively managing their complex affairs and multi-generational issues
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| Tax Compliance |
Preparation of all various types of trust; partnership; foundation; and corporate tax returns
Minimization of tax liabilities due to advanced planning techniques customized specifically and individually for each clients unique circumstances
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| Succession Planning |
Superior record of advanced transfer techniques effectively saving our clients millions of dollars in taxes
Effective strategies that maximize and preserve the family wealth or family business from generation to generation
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