Best in class family office operations
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.
ACG New York SummerBash 2017Plante Moran is pleased to sponsor ACG New York's SummerBash 2017 — an evening of networking in New York City's beautiful Central Park.
AM&AA 2017 Summer ConferencePlante 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.
ACG New York Private Equity Dealmaking on the BeachACG New York and ACG Philadelphia present a unique meeting opportunity called "Private Equity Dealmaking on the Beach".
ACG Great Lakes Capital ConnectionConnect 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.
Family Office Thought Leadership
Five ways smart companies maintain growth and profitabilitySavvy business owners and executives consistently push to maximize growth, profitability, and value – in any economy. These strategies help you leverage upcycles, weather downturns, and achieve your growth and value targets.
Passwords: They're not all they're cracked up to bePassword security will never be a one-size-fits-all problem and will continue to be a challenge as technology changes, but there are steps you can take to protect yourself.
Global growth strategies in uncertain times
Have you been considering shifting your international strategy, given some of the current challenges in the U.S.? This podcast will explore some ideas for international investment in the current climate.