Services
We provide a comprehensive suite of family office services to wealthy investors.
Bookkeeping
- Statement Documentation
- Bookkeeping
- Financial Statements
- Annual Resolutions (with lawyer)
- Tax Preparations (with accountant)
- Filings (with lawyer and accountant)
Bookkeeping fees start at $18,000 per year
Reporting
Family CFO
- Investment Policy Documentation
- IT Administration
- Estate & Succession Planning
- Payments Service
- Consiglieri & Sounding Board
- Impact Measurement & Reporting
- Fundraising Support (for Foundations)
- Gift Planning Services