Family Office

Because we understand the issues affecting families, we consider your total financial circumstance with a tailored array of services. Our professionals work closely with you in design and implementation to help address legacy and succession issues impacted by taxes as well as to conserve and transfer wealth to heirs and charitable organizations.

Tax

We develop innovative strategies to help minimize your tax liability. Our tax services include:

• Federal, state, and local tax planning and compliance
• Entity selection and structure
• Tax controversy assistance
• Aircraft acquisition structure and compliance

Back Office

Get the support you need to make your day-to-day operations more efficient with our back-office services:

• Outsourced finance and accounting
  • Cash management, including budgets and cash flow projections
  • Specialized reporting tailored to client needs
  • Bill payment and cash or wire transfers
• Personal and family entity accounting
• Coordination of services needed for loans and financings

Wealth Planning

Want to create a comprehensive wealth plan to focus on your future legacy? Here’s how we can help:

• Comprehensive family wealth planning with coordination of all outside advisors
• Tax-efficient family wealth transfer planning
• Business succession planning
• Review of estate planning documents

Transactions

Designed to help you make the most of every deal, our transaction advisory services include the following:

• Financial due diligence
• Tax structure optimization
• Post-transaction audit and tax services
• Valuation
• Corporate development advisory

Philanthropy

We can help you maximize the impact of your charitable giving with the following services:

• Create a strategic giving plan that reflects the client’s vision, values, and interests
• Determine the optimal charitable entity structure
  • Charitable lead trust
  • Charitable remainder trust
  • Public or private foundation
  • Donor-advised fund
  • Remainder interest in personal residence or farm
• Integrate charitable planning into the gift and estate planning strategy
• Charitable foundation services

Governance

Here’s how we can help provide structure for family office operations so you can focus on the future:

• Assist families with formalizing a governance structure to codify their vision, mission, and values
• Coordinate family meetings and participate in meetings as needed
• Develop the next generation through education and coaching

Contact us to learn more about how our personalized services can benefit you and your family.