Our family office team offers an array of personal tax services, ranging from routine bill paying to structuring sophisticated estate plans. We complement the traditional benefits of a family office with the knowledge and resources of a full-service accounting firm. We act as a chief financial officer for a family and work closely with the family’s other professional advisors to develop, execute and integrate plans that accomplish its goals. Additionally, we bring together key members of the family and its other advisors to implement and integrate a financial, estate and cash flow plan. By providing a comprehensive solution, we provide high-net-worth families a solution to manage the complexities associated with wealth.
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