A family office supports asset management, provides control over wealth, and oversees day-to-day business affairs. We offer a range of family office services that can be adapted to meet each client’s unique needs. We work to understand your business and financial goals, partnering with you to help you achieve and manage your assets.
As the family grows and expands, so do its needs. Our Jacksonville CPA firm prides itself on building deep relationships in family dynasties in order to meet those needs, developing appropriate wealth management strategies that support the family across generations.
Whether you’re exploring the idea of a family office, seeking oversight of your Florida-based business assets, or have other wealth management needs, we are here to help your investments flourish.