Building a family legacy to pass on to younger generations takes years of hard work and dedication. It also requires a team of trusted advisors who are willing and eager to invest in you and learn what is important to you and your family. Our Family Office team possesses the knowledge, experience, and desire to assist you and your family in building, preserving, and ultimately transferring your wealth to younger generations in the most tax efficient way possible.
Every family is unique. Our main goal is to listen and understand the unique needs of your family. We are committed to developing partnerships with your family based on trust, confidentiality, and integrity. We work closely with you to analyze your specific needs and goals and to develop a comprehensive plan for your family. We are committed to working together with your legal advisors and investment advisors to make sure that all of your advisors are informed and working toward the same goals for your family.
Our services are scalable and customizable based on your needs and priorities. We provide all the traditional tax services and representation with the IRS. In addition, we also provide advisory services including plans for company sales; transfer of ownership to younger generations; gift, trust, and estate planning; philanthropic planning; and family governance education.
We’re dedicated to remaining proactive with your family throughout the year via multiple family meetings and ongoing communications and updates regarding changes in tax law and other current relevant topics.
Caroline Abbott, CPA
Geri Lail, CPA
Becca Welker, CPA