Family Wealth Matters

Family wealth services are best performed by a professional that is 1) competent and 2) trusted.  A CPA’s ability to serve wealthy families is unique because of their extensive skillset, vast experience and because they are generally considered to be the most trusted of advisors.  They tend to have a leaning towards risk aversion and feel a deep obligation to protect their clients against financial pitfalls.

Who is helping you navigate your finances now?  Are they as experienced? Do they have inherent conflicts of interest or are they to sales focused?  Contact us to show you some better alternatives.

Our network includes accounting professionals that specialize in the following family wealth related services:

  • Bill Paying
  • Cash Flow Forecasting
  • Financial Reporting
  • Foreign Currency Matters
  • Tax Planning, Compliance and Preparation
  • Risk Management
  • Customized Analyses & Reporting
  • Document Management
  • Charitable Giving Strategies
  • Insurance Coordination/Claims Processing
  • Trust Compliance
  • Estate & Succession Planning
  • Generational Education and Planning
  • Cash Management
  • Tax Domicile Planning
  • Financing, Collateral and Covenant Issues

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