Yes, all family offices are different. However, there are specific administrative systems that most family offices require and the foundations of these systems are not unique. Our Family Office Administrative Services support the administrative needs required by most family offices.
Our broad and deep accounting experience is related to individuals, partnerships, various trusts and closely held entities. Our bill pay and financial reporting processes are efficient while also incorporating controls in order to maintain consistency in delivery of these services.
We handle all aspects of administration for our family foundation clients. Services include those listed below in addition to financial accounting, bill payment and payroll services.
We have helped numerous family offices create systems that effectively support their operations. We are experts at setting up tactical structures that maintain strategies defined by family members, family office personnel, and advisors.
We act as a quarterback for our clients’ projects, attending to every detail. Our involvement gives our clients the free time and peace of mind to focus on other aspects of life that are most important to them.
Our lifestyle services team handle our clients' unique requests whether that be a kind word thoughtfully delivered or a party designed for someone special.