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.
Highgate Family Office Accounting provides consolidated bookkeeping, tax planning, financial reporting, and fiduciary accounting exclusively for family offices and the entities, trusts, and generations they manage — with the precision and discretion multi-generational wealth requires.
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 now serves as the accounting backbone for family offices managing everything from operating businesses to real estate portfolios to multi-generational trusts — handling the consolidated bookkeeping, tax compliance, and fiduciary reporting that keeps complex family structures running cleanly.
The firm works alongside each family’s existing legal counsel and wealth advisors, rather than in place of them — Highgate’s role is precision execution on the accounting side, so nothing falls through the cracks between entities.
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