Services

Daily Account Balance Aggregation

We build each member of our Family Office a private family website that organizes and updates all account balances and the values of all assets and liabilities daily.

Knowing current account balances and asset allocations is critically important when you are making decisions that will impact your family.

Your private family website equates to less time spent sorting through numerous account statements, or logging on to multiple websites each time an important financial decision must be made.

Remote Electronic Document Storage

During emergencies and other unexpected lifecycle events, families must have access to their legal, financial, and personal documents. Many families do not know where these documents are stored or whether they are up to date. Would you know who to contact to obtain family records in the event of a tragedy? If the head of the family were suddenly unable to fulfill that role, what is your plan of action? We anticipate that families may one day need to sort out their affairs unexpectedly. Our Family Office provides its members with a safe and secure electronic vault where documents, videos, passports, and other electronic media can be organized, centrally stored, and made accessible via the internet 24 hours a day, 7 days a week.

Bill Paying

Family members may not only be responsible for paying their own expenses but potentially those of adult children, parents, and their business. This can be an overwhelming responsibility even for the most organized. We can help by aggregating your family’s account statements so you will know your cash balances at all times, and we can even pay expenses on your behalf.

Bookkeeping

Meaningful, well-organized financial records help your business operations run more efficiently. We can assist you with the day-to-day tasks associated with bookkeeping.

Partnership Accounting

Because ownership rights in a partnership are divided among two or more individuals, separate capital and drawing accounts may be maintained for each partner. When there are unequal partnership interests, cash accounts, capital accounts, guaranteed payments, and bonus structures, it can make accounting a challenge. When a new partner is admitted or a former partner withdraws, the challenges may be complex. We can help you manage those challenges or take them off your plate entirely.

Tax Advice and Planning

In an ever-changing regulatory environment, it is important to have an expert help you maximize the most current developments in tax laws. We can help minimize your family’s current and future tax liabilities. We can also help coordinate and implement tax saving strategies for your business and for your family.

Tax Preparation

Whether for your business or your family, our family office experts can help you develop tax strategies that take advantage of new tax laws and legislations. We can also help you file annual or quarterly estimated taxes quickly and efficiently.