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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

  • 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 read
    Goverment building
  • 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 read
    International flags
  • Sale readiness and the value proposition of seller’s due diligence
    Thinking of selling your business? Careful transaction planning is critical to minimizing the risks and streamlining the transaction process. Use these three steps as your keys to unlock the value within your business.
    Eric Wozniak John Samulak
    Article July 15, 2018 10 min read
    Business woman working with papers
  • 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 Laurice Szydlowski
    Video July 10, 2018 8 min watch
    Business man looking out over corporate real estate

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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.