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Family Office Services

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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 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 dingle-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
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 Saba
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? View our on-demand webinar, presented in partnership with ACG Global, to learn more.
Jeremy Sikkema
Webinar January 23, 2020 1 hour 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

  • The tax implications of the CARES Act
    The Coronavirus Aid, Relief, and Economic Security (CARES) Act is a $2.2 trillion bill designed to support the economy during the COVID-19 pandemic. Wondering what tax implications it will have on your organization? Join our webinar to learn more.
    Josh Bemis Brett Bissonnette Shawn Dubinsky Stephen Eckert Rebecca Smart
    Webinar April 1, 2020 75 min watch
    COVID 19 tax stimulus CARES act
  • The CARES Act and qualified improvement property

    With the passage of the CARES Act, a previous drafting error (commonly referred to as the “retail glitch”) under the Tax Cuts and Jobs Act was resolved. Qualified improvement property will now qualify for bonus depreciation. Here’s what you need to know. 

    Ivan Hewines Biz Pavelich Faith Prager Jon Powell
    Article March 31, 2020 3 min read
    A businesswoman sitting at her desk looking out an office window flooded with sunlight.
  • The CARES Act: COVID-19 assistance is on the way
    The highly anticipated $2.2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act is bringing relief to every sector of the U.S. economy. Here’s how it supports you and your business.
    Shawn Dubinsky Joseph Rankin
    Article March 27, 2020 6 min read
    Building against a blue sky
  • Enactment of CARES Act
    Economic stimulus in response to COVID-19 provides tax relief to businesses and individuals.
    Stephen Eckert Michael Monaghan Brett Bissonnette Josh Bemis
    Article March 27, 2020 16 min read
    Man and woman standing in a lobby

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