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Family Office Services

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COVID 19: Respond, restart, be ready. Access our resource center.

COVID 19: Respond, restart, be ready. Access our resource center.

COVID 19: Respond, restart, be ready. Access our resource center.

We are nationally recognized for our expertise and bench strength of over 180 dedicated family office professionals. Our family office service group provides affluent families and family offices a complete range of planning, risk mitigation, and compliance services throughout the nation. Some clients benefit from our comprehensive, virtual or turnkey family office solutions; while other small, midsize, or large family offices will have a more specific need and will choose one or several experts to work with their existing trusted advisors. Bottom line: our expertise and bench strength mean that we have the resources to tailor a custom family office solution and the flexibility to adapt to the ever-changing needs of your family.

Because we don’t sell products or earn commissions, we provide objective advice on taxes, wealth transfer, investments, business and family concerns in support of your family mission. Each family office client has a single-lead relationship partner, and each client experience requires a customized approach. We’re here to understand your challenges and goals, whether your family office is mature with a large sophisticated staff or has just formed after a significant financial event.

Plante Moran is organized around industry and technical expertise. In fact, many of our more than 180 family office experts have worked in other industries. For example, our family office cybersecurity team has experience serving the financial services industry, including community banks, investment funds, and broker dealers. Similarly, many of our tax and audit experts have experience with our investment fund (real estate and private equity) clients. This unique pairing of family office expertise with other industry experience results in a broader perspective and a more robust transfer of best practices to our clients.

Best in class family office operations

Senior couple
66 min watch
Structuring transactions and tax planning in difficult times

Recent developments of the CARES Act may impact the way transactions should be structured. Plante Moran partnered with Katten Muchin Rosenman LLP to deliver this presentation to IVCA members to help explain its implications. 

Mark Blumenthal
Webinar May 13, 2020 66 min watch
COVID-19 tests the family office model: A roundtable discussion
Mark Blumenthal
Article April 16, 2020 8 min read
Seven fundamental principles of a 1031 exchange
Laurice Saba
Video July 10, 2018 8 min watch

Five key strategies to unlock maximum value for exit planning
Tactics to mitigate surprises, accelerate closing, and ensure maximum return during the exit stage

Private equity exit planning strategies

Stairway with an escalator next to it.
1 hour watch
The Tax Cuts and Jobs Act and Wayfair decision: Their impacts on private equity
Wondering what impacts the Tax Cuts and Jobs Act has on private equity funds? Need more information on the impacts and opportunities created by the Wayfair decision regarding your portfolio companies? View our on-demand webinar, presented in partnership with ACG Global, to learn more.
Jeremy Sikkema
Webinar January 23, 2020 1 hour watch
Private equity exit planning: Five key strategies to unlock maximum value
Michele E. McHale
White Paper February 6, 2019 15 min read
New private equity valuation requirements in 2019: Three things you should know
David Howell
Webinar Thursday, Dec. 5, 2019 60 min watch
Seven steps to getting the sale price that you want when exiting
Joanne Baginski
Article June 8, 2017 1 min read

Family Office Thought Leadership

  • Paycheck Protection Program and strategies for forgiveness: Your frequently asked questions

    Questions about the Paycheck Protection Program? From certification to determining full-time employees to how benefits count toward the calculation of payroll costs, we’ve answered your burning questions.

    Laura Claeys Shawn Dubinsky Kellie Ray
    Article June 1, 2020 10 min read
    Younger man sitting on couch reading an FAQ about the Paycheck Protection Program.
  • Overcoming real estate development challenges: Why hire a development consultant?

    For investors, real estate development is a high-risk, high-reward venture. For public entities, it’s a powerful driver of economic growth. How can real estate development consultants help optimize financial investment, increase ROI, and minimize risk?

    Tori Manix Plante Moran REIA
    Article May 28, 2020 5 min read
    Image of an old sign that points opposite ways with success on one panel and failure on the other
  • COVID-19: State and local tax updates
    The legislation around COVID-19 is rapidly bringing changes to the state and local tax scene. Find the updates as of May 26 here.
    Curtis Ruppal Mike Merkel Ron Cook Jeanette Tolar Julie Corrigan
    Article May 26, 2020 87 min read
    Senate seats with chandelier hanging
  • COVID-19 legislation: Analysis of recent tax changes and what’s next

    It’s been weeks since the last enactment of COVID-19-related tax legislation, so questions are being raised about what might be next. While it’s difficult to predict, an analysis of recent tax changes and a current bill in the House offer some insight.

    Stephen Eckert Michael Monaghan Kurt Piwko Brett Bissonnette Josh Bemis
    Article May 21, 2020 7 min read
    Elderly woman standing next to a wall of plants smiling.

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.

How can we help your business?

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