Family Investment Office Support

As our clients accumulate assets and seek to preserve & build upon net worth, we extend our advanced tax advisory & CPA firm accounting services to include helping with long-term governance and financial back office support.

We offer strategic back office support to help families, private equity professionals, and executives develop and monitor proper governance over:

  • Private equity investments, real estate holdings, and other alternative assets
  • Family Partnership & Investment LLC accounting & reporting
  • Estate structures (family limited partnerships, trusts)
  • Estate tax, gift tax, & charitable plans