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Family Office Services

Plante Moran

Strategies that work, no matter what's next. Learn more now.

Strategies that work, no matter what's next. Learn more now.

Strategies that work, no matter what's next. Learn more now.

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, 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 single-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
5 min read
The new family office 5.0 model: A flexible solution for the evolution of the family business

While the goals of most family offices remain constant, family office operating models are continually evolving. Learn how current trends and new technologies are giving families unprecedented flexibility when selecting the right family office structure.

Mark Blumenthal
White Paper January 22, 2021 5 min read
Best practices for family offices working in a remote environment
Mark Blumenthal
Webinar June 17, 2020 60 min watch
Structuring transactions and tax planning in difficult times
Mark Blumenthal
Webinar May 13, 2020 66 min watch
COVID-19 tests the family office model: A roundtable discussion
Mark Blumenthal
Article April 16, 2020 8 min read

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.
60 min 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 60 min 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

  • IRS issues guidance on bypassing SALT limitation on pass-throughs

    The IRS issued guidance allowing individual owners of pass-through entities, such as partnerships and S corporations, to deduct an unlimited amount of certain taxes on income earned from pass-through entities that would otherwise be limited to $10,000.

    Ron Cook Curtis Ruppal Dave DeCew
    Article March 26, 2021 4 min read
    Businessperson sitting at their desk smiling using a two-in-one computer/device.
  • Could the sale of your business trigger “golden parachute” penalties?

    Internal Revenue Code Section 280G was intended to penalize excessive payouts to executives in certain M&A transactions. However, it can create traps for the unwary in more common corporate succession plans. Here’s what you need to know.

    Preston Ridinger Bryan El-Ary
    Article March 25, 2021 5 min read
    Businessperson having a cup of coffee while viewing their monitor screen.
  • Employee retention credit FAQs clarify employer eligibility

    Many employers have questions about how the employee retention credit applies to their businesses, particularly after new legislation expanded the credit. We’ve compiled some frequently asked questions we received during our recent webinar, along with our answers.

    Stephen Eckert Amy Forester Alan Gallatin Ginger Powell
    Article March 22, 2021 7 min read
    Businessman in casual clothes working at home using a desktop computer.
  • IRS provides limited extension of April 15, 2021 due date
    The IRS announced an automatic extension of the April 15 due date to May 17 for certain taxpayers. This relief is limited to individual taxpayers and only covers some tax return filings and payments that are due on April 15.
    Stephen Eckert Michael Monaghan Kurt Piwko
    Article March 18, 2021 3 min read
    Adult working on laptop

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?

Contact us or submit an RFP