Family Office Services

Our Family Office Services group was created in the early 1990s when many of our clients required help managing their day-to-day financial matters. We were the early pioneers in this area, providing our clients with a single point of contact and the ability to look at their financial and tax needs in a “360-degree” manner.

We provide the following services to fit your specific requirements:

• Individual and entity bookkeeping and accounting
• Bill payment and cash or wire transfers
• Consolidated reporting and tracking of all investment assets
• Full private banking relationships through our preferred vendors
• Management of capital calls and stock distributions
• Quarterly financial reporting
• Specialized reporting as required
• Basis tracking for all forms of investments
• Tracking of company stock and stock options
• Internal control and operational reviews of family offices
• Assistance with establishing family offices including selection of organizational structures, setting up accounting systems, establishing procedures and controls and ongoing financial and accounting support

Our Family Office Services group also provides individual risk management and insurance services which include:

• Property, casualty, and liability insurance coverage and monitoring
• Major asset insurance planning (yachts, aircraft)
• Use of entities (limited liability corporations, companies and partnerships, and trusts and partnerships)
• Special purpose asset planning