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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
5 min read
Managing risk in the rapidly changing Single Family Office: A roundtable discussion
It's a pivotal time for Single Family Offices, with more and more reviewing their structure and operations to minimize risks. In this roundtable discussion, experts share how Single Family Offices are evolving and addressing new risks and risk mitigation strategies.
Mark Blumenthal
Article April 27, 2018 5 min read
Tax reform still allows 1031 exchanges to defer gains on real estate sales
Ben Smith Plante Moran REIA
Article March 9, 2018 5 min read
The future of the estate tax: What can you do to plan now?
Alicia Cole Wealth Management
Article April 17, 2017 2 min read

Family Office Thought Leadership

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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.