Family Office Services

A management strategy that goes beyond the business

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.

Tax and Financial Planning

Proactive planning makes all the difference at tax time. Our family office clients benefit from:

  • Quarterly and year-end tax projections
  • Multi-year tax strategy
  • Federal, state, and local tax considerations
  • Alternative Minimum Tax (AMT) planning
  • Holistic tax planning incorporating the family’s businesses, individuals, and trusts

Business Management and Administration

Gain trusted eyes on the ground in your Jacksonville-based business investments. We offer:

  • Outsourced CFO advisory
  • Cloud-based bookkeeping and accounting
  • Financial statement preparation
  • Payroll and bill pay
  • Other back-office services

Financial Oversight and Wealth Management

In addition to the items listed above, we also support our family clients with:

  • Strategic advisory services with business endeavors and investments
  • Management of generational shifts, providing a place for communication, debate, decisions, and strategy
  • Charitable giving advice and management
  • Proper governance of the family’s assets
  • Household financial management, including staff payroll
  • Management of personal and business affairs
  • Succession and estate planning

Learn More about our Family Office Services

Complete the form to request an introductory meeting with a member of our team. We have extensive experience managing wealth and business investments, and our goal is to build deep, long-term relationships that will serve to protect your family’s wealth for generations.