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, such as:
- Handling regular financial tasks, such as bill and tax payments
- Scholarship fund execution
- 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.”
To learn more, contact Client Services Coordinator, Anna Regines, at firstname.lastname@example.org, or request a complimentary consultation.