The Highgate Briefing
Notes on family office accounting, tax planning, and fiduciary reporting.
Jun 26, 2026
Why Family Offices Need Specialized Accounting, Not a Generalist CPA
A family office is not just a wealthy household with more paperwork — it is a genuinely different accounting problem. Here is why generalist firms consistently underserve them.
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Jun 19, 2026
Consolidated Reporting: The Single Biggest Operational Upgrade for a Family Office
If a family office does one thing to modernize its accounting, it should be this. Here is why consolidated reporting matters more than almost any other single change.
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Jun 12, 2026
Trust Accounting 101: What Every Family Office Should Know
Trust accounting has its own rules, its own audience, and its own risks if handled incorrectly. Here is a practical primer.
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Jun 5, 2026
Multi-Entity Tax Planning: Coordinating Across the Family's Structures
Tax planning for a single entity is straightforward. Tax planning across a dozen interconnected entities is a coordination problem as much as a technical one.
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