Skip to Content

Family Office Services

Plante Moran Logo

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.

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.

Laurice Szydlowski
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? Join our webinar, in partnership with ACG Global, to learn more.
Jeremy Sikkema
Webinar January 23, 2020 1 hour watch Upcoming
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

  • Business succession in your future? Consider these questions
    Personal and professional decisions about financial independence and your family's vision for the future determine how best to transfer business ownership. Ask these three questions to help gain clarity.
    Katie Redle Wealth Management Hans Kronsbein Wealth Management
    Article January 22, 2020 3 min read
    A couple looking out at the water.
  • New private equity valuation requirements in 2019: Three things you should know
    View our on-demand webinar, in partnership with ACG Global, to gain insight into the newly released valuation and reporting requirement affecting the private equity industry.
    David Howell Chris Jenkins Dan Kapala
    Webinar Thursday, Dec. 5, 2019 60 min watch
    Man and a woman sitting at a table looking at an iPad
  • Fair value disclosure changes: What does your investment fund need to adopt?
    It’s critical to stay current with fair value disclosure requirements and how they may affect your investment funds — especially when considering end-of-year financial statements. Here’s a recap of the disclosure changes.
    Joe Vloedman Michelle Donehoo
    Article November 15, 2019 3 min read
    Man sitting at a desk on his laptop
  • 2020 retirement plan limitations summary
    Want to view the 2020 limits for qualified retirement plan benefits and contributions at a glance? Here’s our two-minute overview.
    Laura Taylor Michael Krucker Theresa McDowell
    Article November 8, 2019 2 min read
    Man sitting at a desk, writing on paper with his laptop open

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?

Submit an RFP