Cookie Notice: This site uses cookies to provide you with a more responsive and personalized service. By using this site you agree to our use of cookies. Please read our Cookie Notice for more information on the cookies we use.

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.
15 min read
Private equity exit planning: Five key strategies to unlock maximum value

Preparation is key to a strong and successful private equity exit. Discover these five critical strategies to mitigate surprises, accelerate closing, and ensure maximum return.

Michele E. McHale
White Paper February 6, 2019 15 min read

Family Office Thought Leadership

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