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Plante Moran’s Family Office Services Group is uniquely positioned to provide a complete range of planning and compliance services to affluent families and family offices throughout the nation.

Family Office

​Providing Objective Advice

The Family Office Services Group can provide objective advice while working closely with our clients and their other advisors. We can provide a wide range of services to help achieve your goals including tax strategies, wealth transfer, investments, audit services, business and family concerns that should be incorporated into your investment strategy, and other areas that support your family mission.

We are tax, audit, and business advisors who provide highly specialized services to high net worth families and family offices including:

  • Coordination of income tax, charitable giving and wealth transfer strategies
  • Internal control and operations reviews for mature and emerging family offices
  • Counsel on business acquisitions and sales
  • Structuring of real estate investments
  • Counsel on private equity and venture capital transactions
  • Planning for investments that utilize sophisticated ownership structures
  • Managing complex tax compliance engagements
  • Providing independent financial advisory

Integrated Services for Forward-Thinking Families

These services include:

  • Sophisticated individual income tax and wealth transfer planning and compliance
  • Audit and tax preparation services
  • Formation and staffing of family offices
  • Structuring of family limited partnerships and trusts
  • Tax and financial transaction structuring of private investments in businesses and real estate
  • Formation of private foundations and related tax compliance
  • Family meeting planning, mission statements and communications strategies
  • Private equity and venture capital, due diligence, and tax and consulting support
  • Back office outsourcing support for single and multifamily offices
  • Solutions for virtual family offices
  • Information technology and security
  • Investment consulting, trust services, and life insurance consulting