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: