What We Do

Four service lines, handled in-house

Consolidated accounting, tax planning, reporting, and fiduciary work — so nothing falls between the entities, trusts, and advisors around your family.

Family Office Accounting & Bookkeeping

Full-service bookkeeping across entities, trusts, and investment vehicles.

Consolidated bookkeeping across multiple entities and trusts
Investment and partnership accounting
Bill pay and cash management oversight
Monthly close and reconciliation

Tax Planning & Compliance

Proactive tax strategy and multi-entity compliance.

Multi-entity and multi-state tax return preparation
Proactive tax planning across the family's structures
Estimated tax payment coordination
Coordination with outside legal and wealth advisors

Financial Reporting & Consolidations

Clear, consolidated reporting across the family's holdings.

Consolidated net worth and net asset statements
Investment performance reporting
Custom reporting packages for family members and advisors
Quarterly and annual reporting cadence

Trust & Estate Accounting

Fiduciary accounting for trusts and estates.

Fiduciary accounting for trusts and estates
Beneficiary reporting and distribution tracking
Coordination with trustees and estate counsel
Generation-skipping and gift tax return support

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