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Tax Planning & Preparation

Professionals serving our Family Office clients have dedicated their careers to serving the unique tax needs of the Family Office. Achieving lower overall taxes requires the aligning a tax strategy with a family’s goals, mission, investments as well as wealth transfer, charitable and life style plans. Our team helps establish a tax accounting policy to properly segregate family activities which can include capital market investments, real estate holdings, hobbies, farming, business ownership, charitable contributions, gifting, and personal expenditures.

To manage large complex tax engagements, we utilize technology and a waterfall of information flowing through numerous interconnected trusts, partnerships, and individual family members. With over 500 colleagues in our tax specialty groups, we fully leverage all of the Plante Moran resources made available by being a part of one of the foremost consulting, tax and audit firms*. This allows us to fully collaborate with in-house tax experts on international, state and local, tax issues, tax credits, and mergers and acquisitions.

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Our Team

Our Family Office Group works with sophisticated tax structures usually involving individuals, trusts, partnerships, corporations, investments, wealth transfer, and private foundations.