Precision accounting for family offices and multi-generational wealth
Consolidated bookkeeping, tax planning, and fiduciary reporting for family offices - handled quietly, alongside the advisors you already trust.
A 30-minute introductory conversation with Robert Chen. Nothing to prepare, no documents to send, no cost, no obligation.
Consolidated bookkeeping, tax planning, reporting, and fiduciary accounting, exclusively for family offices and the entities, trusts, and generations they manage.
Robert Chen, CPA, Founder & Managing Partner
Robert Chen spent 15 years in the family office practice of a national accounting firm before founding Highgate to focus exclusively on the accounting needs of single- and multi-family offices - a niche he found was consistently underserved by generalist firms.
Highgate is now the accounting backbone for family offices running operating businesses, real estate portfolios, and multi-generational trusts, keeping complex structures running cleanly.
The firm works alongside each family’s legal counsel and wealth advisors, not in place of them, so nothing falls through the cracks between entities.
One set of books for every entity, every trust, and every generation.
Start with a conversation, not a proposal.
Thirty minutes with Robert Chen to understand how your entities, trusts, and advisors are set up today. Nothing to prepare, no cost, and no follow-up unless you ask for one.
Arrange a confidential call