Supporting the needs of financially successful families

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FAMILY OFFICE ECOSYSTEM

 

We turn ambiguity into process using technology and a team-based approach.

 

Services Frihet Provides

 

Family Office Administration

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.

  • Basic IT Support
  • Data Management & Recordkeeping
  • Executive Assistance & Scheduling
  • Human Resources
  • Policies & Procedures

FINANCIAL PLANNING & ACCOUNTING

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. 

  • Bill Payment & Payroll
  • Budgeting & Cash Flow Analysis
  • Financial Reporting
  • General Ledger Build/Rebuild
  • Tax Support

FAMILY FOUNDATION ADMINISTRATION

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.

  • Board Management
  • Donation Tracking
  • Executive Assistance
  • Financial Reporting
  • Grants Administration

FAMILY OFFICE SETUP

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.

  • Accounting & Reporting
  • Administration
  • Bill Pay & Cash Flow
  • Deal Flow
  • IT Infrastructure

PROJECT MANAGEMENT

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.

  • Dock Lift Installation
  • Family Boat Purchase
  • Home Reroofing Project
  • House Remodeling Project
  • Transfer Cases of Wine from Family Winery

LIFESTYLE SERVICES

Our lifestyle services team handle our clients' unique requests whether that be a kind word thoughtfully delivered or a party designed for someone special.

  • Concierge & Travel
  • Event Planning
  • Home Organization
  • Personal Party Planning
  • Storage Unit, Art & Other Inventories