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Family Office

Best in class family office operations

The future of the estate tax: What can you do to plan now?
Alicia Cole Wealth Management
Article April 17, 2017 2 min read
Don't neglect tech: Cybersecurity is key to due diligence
Raj Patel
Article April 12, 2017 3 min read
Protecting trust assets from creditors
Drew Hayes Wealth Management
Article January 17, 2017 4 min read

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We are nationally recognized Family Office experts with an unmatched bench strength of over 120 dedicated professionals. Our advisors do not sell products, manage assets or earn commissions. This allows us to provide objective advice on taxes, audit, cybersecurity, operations, internal controls, technology, wealth transfer, due diligence, investments, back office including bill pay and bookkeeping, and other business and family concerns in support of a families’ mission.

Each client has a single lead relationship partner; while each client experience requires a customized approach. We start the client experience by listening and helping you identify your challenges and goals. It is important for us understand if the family office is mature or just forming after a significant financial event. Most engagements start with one or more of our core service offerings as outlined below.

Policy perspectives

Policy perspectives image
3 min read
Trump Administration outlines tax plan
From a 15 percent business tax rate to eliminating AMT and the estate tax, here’s what you need to know.
Michael Monaghan
Article April 28, 2017 3 min read

Managing risk

Managing risk: Protecting people and data
4 min read
Cybersecurity is like a sponge: Five ways to safeguard your data
Despite good intentions, IT infrastructure often seems more like a porous sponge than impenetrable vault. Hacks of all types are increasingly common, but these straightforward steps can help prevent them.
Article June 14, 2017 4 min read

Related Events

  • ACG New York SummerBash 2017
    Plante Moran is pleased to sponsor ACG New York's SummerBash 2017 — an evening of networking in New York City's beautiful Central Park.
    Event July 13, 2017 1 min read Upcoming
    Building stair with sunrise
  • AM&AA 2017 Summer Conference
    Plante Moran is pleased to be a silver sponsor for the AM&AA 2017 Summer Conference on Accelerating Midmarket Growth at the historic Drake Hotel in Chicago, IL this July.
    Event July 19, 2017 - July 21, 2017 1 min read Upcoming
    Corporate buildings
  • ACG New York Private Equity Dealmaking on the Beach
    ACG New York and ACG Philadelphia present a unique meeting opportunity called "Private Equity Dealmaking on the Beach".
    Event July 26, 2017 - July 27, 2017 1 min read Upcoming
    Corporate buildings
  • ACG Great Lakes Capital Connection
    Connect with more than 1,000 investment bankers, buyers, sellers, lenders, and middle market professionals at GLCC 2017. Plante Moran is pleased to be a platinum sponsor of this dynamic networking, deal-sourcing, and educational event.
    Event September 6, 2017 - September 7, 2017 1 min read Upcoming
    Corporate buildings

Family Office Thought Leadership

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Our Team

Our Family Office Group provides affluent families and family offices throughout the nation a complete range of planning, value added, risk mitigation, and compliance services.