Family Wealth Services

bill paying services

As a business owner and high net worth individual, your financial issues face a variety of complexities. We understand your unique situation, and with our Family Wealth services, we will support you in safeguarding your hard-earned assets and protecting your financial future. Overseeing your daily financial affairs provides us with a comprehensive understanding of your financial and tax situation. We use this insight to create highly effective tax strategies to preserve your wealth.

In addition to our tax, retirement, trust and estate, and charitable planning services, our Family Wealth team will work with our tax planners to manage your entire financial portfolio and carry out all family office administrative duties. Our team works directly with your legal team, insurance agent, and other partners to ensure your personal and business finances are protected and flow seamlessly.

Services we offer:

  • Asset reporting and tracking
  • Investment advisory
  • Coordination with legal and wealth advisors
  • Budgeting and cash management
  • Quarterly financial reporting
  • Establishing financial controls
  • Personal bookkeeping
  • Bill paying services
  • Charitable giving and philanthropic planning

Request your initial consultation online or call us today at 631-368-3110 to learn more about how we can help manage your finances.