A family’s finances can be every bit as complex as those of a business. Increasingly, families are turning to family offices for counsel, the management of family assets and to provide a smooth transition from one generation to the next.

Our family office services provide tailored solutions to meet the specific needs of each client. It’s a personalized hands-on approach. We are always available to handle specific needs as they arise without the layers of bureaucracy found in large financial institutions. Consequently, many clients depend upon us as an integral part of their daily lives. Our expertise as accountants gives us the ability to manage many day-to-day affairs, from the simple to the complex. These include:

• Bill paying and monitoring
• Investment reporting
• Expenditure tracking
• Customized reporting

This close involvement allows us to incorporate continuous tax planning, risk management and investment monitoring into our oversight of a family’s affairs.

We aim to deliver the very best fit for every family and individual while relieving our clients of a considerable administrative burden.