Does our family office provide bookkeeping services?
Yes, we provide specialized bookkeeping and tax preparation services to wealthy investors, holding companies, and charitable foundations.
Which types of clients does Markdale Financial Management serve?
We serve wealthy investors with more than $100 million of assets in their portfolios. Typically, our clients have both personal/family investments and charitable foundations. Our clients are typically responsible for their family members, their employees, charitable commitments, and future generations. They recognize that professional management is the best way to steward their wealth.