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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.

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Best in class family office operations

Senior couple
8 min watch
Seven fundamental principles of a 1031 exchange

A 1031 like-kind exchange allows business owners and investors to defer taxes on the sale of their real estate investments. Learn the seven fundamental principles of a 1031 exchange in this short video.

Cameron McCausland Plante Moran REIA
Video July 10, 2018 8 min watch

Family Office Thought Leadership

  • Huron Capital capitalizes on the fragmented specialty services market
    Specialty engineering services companies are attracting strong interest from private equity investors. Listen to Huron Capital and Plante Moran discuss the challenges and opportunities of this fragmented market. Listen below or read more at ACG Global Middle Market Growth.
    Michele E. McHale
    Video October 9, 2018 5 min watch
    Huron Capital puzzle pieces connecting
  • Sell-side due diligence: The means to an end
    While due diligence is an inevitable step in the buying process, it's not as prevalent with sellers. But it should be. After all, it increases the odds of an efficient and successful sale. Read more at Middle Market Growth.
    Michele E. McHale Robert Shefferly III Eric Wozniak
    Article September 18, 2018 1 min read
    Image of people shaking hands
  • Tax options abound for U.S. multinationals
    U.S. corporations may be thrilled by the corporate tax cut approved by Congress, but there's a lot of confusion for those with overseas operations. Here are four questions to ask to get the greatest benefit from the tax code changes. Read more at CFO.com.
    Bill Henson
    Article August 9, 2018 4 min read
    International flags
  • Five steps for pass-through firms amid tax reform
    There are steps that entrepreneurs need to take to figure out the tax implications regarding pass-through entities. Here's what to do now to avoid unwelcome surprises come tax season. Read more at CFO.com.
    Kurt Piwko
    Article August 9, 2018 5 min read
    Goverment building

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Our Team

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