Skip to Content

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 190 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
Family office best practices for selecting enterprise software
Jack Kristan
White Paper April 26, 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

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

  • House passes Build Back Better Act, attention turns to Senate for further negotiations
    On November 19, the House passed the Build Back Better Act, which is now heading to the Senate for further consideration. This concludes a lengthy period of deliberation in the House and is a significant milestone in the legislative process.
    Stephen Eckert Jennifer Keegan Michael Monaghan Kurt Piwko
    Article November 19, 2021 5 min read
    Person at government building
  • Return metrics explained: What is a cap rate in commercial real estate?
    Real estate investing newbies and veterans alike get confused by the many return metrics used to evaluate an asset. Our experts explain what a cap rate is, how to calculate it, and how it compares to other return metrics.
    Zach Brown Plante Moran REIA Zack Otte Plante Moran REIA Joe Perez Plante Moran REIA
    Article November 11, 2021 4 min read
    Real estate investor with a beard and glasses in a stairwell, looking slightly over his shoulder
  • Infrastructure Act accelerates expiration of employee retention credit
    The employee retention credit (ERC) helped businesses meet pandemic payrolls, but its initial conflict with other programs and multiple modifications confused potential beneficiaries. Though it’s expiring as of September 2021, some employers should consider a retroactive claim.
    Amy Forester Ginger Powell
    Article November 11, 2021 3 min read
    Adult using laptop
  • 2022 retirement plan limitations summary

    Want to view the 2022 limits for qualified retirement plan benefits and contributions at a glance? Here’s our two-minute overview.

    Laura Taylor Theresa McDowell Michael Krucker
    Article November 11, 2021 1 min read
    Business professional working at a desk using a laptop computer.

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