Family Office Services
Our Family Office Services are nationally recognized for our expertise and bench strength of over 130 dedicated Family Office professionals. Our advisors do not sell products, manage assets, or earn commissions. This allows our Family Office Services team 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 family’s mission.
Each Family Office client has a single lead relationship partner; while each client experience requires a customized service 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.
Areas of Focus
Best in class family office operations
Family Office Thought Leadership
Security lessons learned from deactivation of Trump's Twitter accountSeveral important steps to improve internal controls all organizations should take to prevent a social media hack or worse. Read more at Crain’s Detroit Business.
2018 Annual cost-of-living adjustmentsWant to view the 2018 limits for qualified retirement plan benefits and contributions at a glance? Here’s our two-minute overview.
Revenue recognition and due diligence: Understanding the impactFor private equity groups, whether buying or selling, the new revenue recognition model could affect the timing of when revenue is recorded, which could have surprising impacts on quality of earnings. Here's what it means for your valuation models during due diligence.