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Family Office Services

Plante Moran

Strategies that work, no matter what's next. Learn more now.

Strategies that work, no matter what's next. Learn more now.

Strategies that work, no matter what's next. Learn more now.

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
5 min read
The new family office 5.0 model: A flexible solution for the evolution of the family business

While the goals of most family offices remain constant, family office operating models are continually evolving. Learn how current trends and new technologies are giving families unprecedented flexibility when selecting the right family office structure.

Mark Blumenthal
White Paper January 22, 2021 5 min read
Family office best practices for selecting enterprise software
Jack Kristan
White Paper April 26, 2021 5 min read
Best practices for family offices working in a remote environment
Mark Blumenthal
Webinar June 17, 2020 60 min watch
Structuring transactions and tax planning in difficult times
Mark Blumenthal
Webinar May 13, 2020 66 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.
60 min 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 60 min 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

  • Is it time for a midyear tax planning discussion? We think so

    We spend a lot of time talking to clients about year-end tax planning. This year’s tax puzzle has so many moving pieces that, the sooner we start talking, the more we can help. Here’s how.

    Stephen Eckert Kurt Piwko Caitlin Slezak
    Article August 2, 2021 13 min read
    Business professional using a standing desk with a laptop computer.
  • Tax diligence and planning: Don’t leave money on the table or risk a deal collapse

    Tax readiness is an often-overlooked aspect of preparing for an exit, yet the consequences can be significant. Why leave money on the table or risk the deal’s collapse?

    Robert Shefferly III Tony Israels
    Article July 19, 2021 4 min read
    A business person with a contract on a desk and a pen in their hand.
  • 2021 midyear business tax planning in an era of change

    Over the past year, we’ve seen a high volume of tax changes, primarily in response to the COVID-19 pandemic. Are you sure your business has taken all the recent changes into account? Join our tax experts to make sure.

    Stephen Eckert Kurt Piwko Caitlin Slezak
    Webinar June 29, 2021 60 min watch
    Businesswoman sitting in front of laptop computer at a desk.
  • Biden administration's tax proposals: Understanding the impact
    The Biden administration has announced details regarding two major legislative initiatives. The tax proposals would impact individual, corporate, and international taxes. A challenging legislative process is expected as Congress begins deliberation of these proposals. Learn more.
    Stephen Eckert Michael Monaghan Kurt Piwko Jessica Wargo
    Article June 29, 2021 15 min read
    Close-up view of the American flag with skyscraper buildings in the background.

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?

Contact us or submit an RFP