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Family Office Administration

Families with complex tax scenarios, such as multiple trusts and businesses, can often benefit from family-office administration.  

Our team is astute at delivering this concierge service for clients:  

  • Handling regular financial tasks, such as bill and tax payments 
  • Scholarship fund execution 
  • Transfers 
  • Monthly paperwork and balancing 
  • Basic deposits and withdrawals 

We have a passion for accuracy and excellence. As our Client Services Coordinator, Anna Regines, says, "If there's a penny missing, I want to find it, and I want to ensure our clients don't get taken advantage of and aren't getting overcharged.”