Professional Accounting'
Family Office Group provides financial and administrative
services to family offices, business owners and high-net worth
individuals, including members of the entertainment and sports
community. Our professionals execute their responsibilities
with the utmost discretion, allowing clients to be confident
that their personal finances are in capable hands.
Our services include:
Financial Planning
Investment goals
Asset allocation
Investment manager selection
Personal liability and security evaluation
Life insurance needs evaluation
Financial Management
Investment manager meetings
and monitoring
Estate and income tax planning
Tax compliance
Personal liability insurance monitoring
Eldercare management
Personal concierge type services
Other business management services
Philanthropic planning
Financial Reporting
Investment performance reporting
Combined portfolio accounting (broker
statements) and general ledger accounting (accounting
statements) in summary reports
On-line remote access to financial information
Family office governance reporting
Investments held through closely-held entities
and trusts or controlled through retirement plans and private
foundations can be analyzed individually or in groups, by investment
manager, or collectively on a family-wide basis. Brokerage information
can be downloaded and accounting information can be accumulated
and accessed electronically on a family website
Industries
Family
Offices
