Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is a boutique provider of family office services, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

 


Accounting Services

Accounting

Providing financial information in a timely and accurate manner is important. Meaningful, well-organized financial records ensure that your financial affairs will provide the control that is required for you to manage and preserve your wealth. Our firm provides a full range of cost effective accounting services including the following:

*General ledger & financial statement preparation

*Bookkeeping (Monthly/Quarterly/Annual)

*Accounting system setup for new entities

*Payroll services

*Tax return preparation

*Personal financial statements

*Litigation support

 

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Bookkeeping

Meaningful, well-organized financial records ensure that you will have the control of your finances. Our experienced team can assist you with the day-to-day tasks associated with bookkeeping.

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Cash Flow & Budgeting Analysis

One can have substantial assets and have cash flow concerns. We can forecast and evaluate your financial condition, estimate financing requirements, and track cash-flow sources and uses.

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Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and preserve your assets. From simple projections to complex financial modeling, our experienced team can assist you in achieving your financial goals.

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Financial Statements

We can assist you in the preparation of your financial statements but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for making financial decisions.

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Tax Services

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Payroll Services

As one’s financial affairs become more complex one finds that they have an increasing number of people providing them service, often requiring increased payroll administration. We can assist you in implementing the systems necessary to ensure a reliable, efficient, and effective payroll management. Our firm can also help you develop a payroll system to handle the entire payroll function including preparing preparation of all necessary payroll tax returns in a timely manner.

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Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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Miscellaneous

Family Office Administration

Our core business is providing family office services for individuals and their families. As a Multi-Family Office (MFO) we offer the entire ranges of services that a family requires, and allows each person and family to obtain only those services that they require. Our model actually provides more of the services that one could obtain from having their own family office without all the associated problems and challenges that come with having your own single family office, at a far less cost. In short, the concept is to "outsource" the single family office function to a firm whose core competency is providing those and only those services. All our services are focused on individuals, families, and their related interests except that we do not provide investment management, investment advice or provide legal services.

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Trustee Administrative Support

We provide the administrative services for a person who finds himself the trustee of a trust. We believe that a trustee is required to perform three basic functions. They are:

1. Executive - Make decisions.
2. Administrative - Keep records, accountings, and attend to tax matters including filing tax returns.
3. Manage the assets - Investment management.

Our model allows the individual trustee to accomplish these functions by:

A. Doing the Executive function himself, that is, make the decisions which include decisions specific to the trust, such as to distribute income or principal to the beneficiaries and who to use as the investment manager.
B. Allowing us, F/B/O, to provide the second leg by taking care of all of the administrative matters including fiduciary accounting, tax return planning and preparation.
C. This leaves the trustee to select and work with the investment manager of his choice and consult with legal counsel for the trust when needed.

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Estate Administration

We have experience in handling all aspects of estate administration that an executor needs to competently handle the proper execution of his duties, including the ability to prepare the court accounting for audit and approval.

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Fiduciary Accounting

We have the ability to perform and maintain court accountings in the format required by the local jurisdiction for filing with the court. We currently provide this service on an ongoing basis for several trusts in cooperation with lawyers and law firms.

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