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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 ways smart companies maintain growth and profitability
    Savvy business owners and executives consistently push to maximize growth, profitability, and value — in any economy. These strategies help you leverage upcycles, weather downturns, and achieve your growth and value targets.
    Tim Weed Daron Gifford Dennis Bagley Ron Gantner Plante Moran Cresa Phil Gilbert
    Article November 27, 2018 8 minute read
    Image of person working
  • Building a healthcare portfolio requires specialized treatment
    The booming health care market offers lucrative investment opportunities but it’s a complicated market in the midst of major structural changes. Learn how these major changes are creating new challenges and opportunities for private equity investors. Read more at Middle Market Growth.
    Duane Fitch
    Article November 20, 2018 1 min read
    Senior woman cheerfully speaking with her female caretaker in a senior living facility
  • Building a strong platform: Critical IT and cybersecurity considerations
    Many private equity firms are employing an aggressive buy and build platform strategy to accelerate growth. Available from ACG Global, view our on-demand webinar to hear from our experts on how IT and cybersecurity complexities can wreak havoc if they are an afterthought.
    Mike Lipinski Craig Zampa
    Webinar Thursday, November 15, 2018; 2 - 2:40 p.m. EST 40 minutes watch
    Person with tablet
  • Monomoy Capital’s operations improvement strategy drives success in the enthusiast consumer market
    We chat with Monomoy Capital Partners about how their operations improvement strategy has driven success in the enthusiast consumer market. This is an ideal investment environment for private equity firms, targeted at suppliers of high-performance and aftermarket products for automotive, motorcycle, and watercraft hobbyists.
    Ted Morgan
    Video November 6, 2018 5 min watch
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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.