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
Every entity, every trust, every generation, on one set of books.
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