We provide Family Office Services to meet the individual needs of our high-net-worth clients. Utilizing these services allows you to reduce the amount of time spent on managing your personal and/or business accounting and financial records so that you may pursue activities you deem more worthy.
You may think of us as your personal CFO. We provide a variety of services to meet your needs including but not limited to:
- Financial Planning Services
- Bill Paying Services
- Bookkeeping for Individuals & Businesses
- Trust Accounting
- Personal Financial & Net Worth Statements
- Cash Flow Projections and Budget Services
- Payroll for Household Help
- Payroll for Businesses including Coordination of Benefits
- Property Management Services
- Customized Reporting to meet Your Needs
- Monthly Bank Reconciliations
- Financial Instrument Maintenance (Stock & Bond)
- Charitable Planning
- Charitable Consulting Services to assist non-profits with a variety of issues
