What We Do

Our Services

Family office accounting, tax planning, financial reporting, and trust & estate accounting.

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

Let’s talk about your family’s accounting.

Request a consultation