Family Office Services

Our Expertise

Your financial needs, handled

Whether you’re the head of a family or the head of a family office, you likely spend a great deal of time thinking about the best way to take care of those who count on you. Would you sleep better if you knew you had a team of experts fully focused on helping you maintain the family legacy — safeguarding wealth, optimizing portfolios, minimizing your tax liability, and looking out for every family member? Would your life be easier if you had one expert resource coordinating all your family office’s financial affairs according to specific needs and values, from investment management to philanthropic planning?

Our family office services group provides affluent families and family office executives with a complete range of planning, bill pay, risk mitigation, cybersecurity, and compliance services, wholly tailored to your family or family office, with the flexibility to evolve with changing needs. 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.

Safeguarding wealth means more than just sound investing and tax planning strategies — it also means cybersecurity protection, internal controls, and even family education to make sure the next generation understands how to be good stewards of your wealth. Because we don’t sell products or earn commissions, we provide objective advice on taxes, wealth transfer, investments, and business and family concerns in support of your family mission. We’re here to understand your challenges and goals, whether your family office is mature with a large staff or has just formed after a significant financial event.

Our services

Covering your complete financial picture for every generation

*Certain services provided by affiliated entities.

Buy- & sell-side due diligence
Our experts can help you with pre- or post-deal due diligence. Whether you need expert analysis from the buy or sell side, our team will provide thorough analysis and recommendations to aid in your business decisions.
Cybersecurity consulting
With a goal to keep your family office information private and secure, our team provides complete internal control evaluations, operations reviews, and risk assessment services to help family offices identify and respond to cyber risks.
Family office structure
In choosing a family office structure, our experts understand that each family is unique. Our specialists will help design a customized family office solution, including consideration of outsourcing or building in-house for specific functions such as accounting, taxes, family education, and much more.
Full back office and bill pay
Offering bill pay, bookkeeping, payroll management, and other similar personal accounting services, we provide you with efficient and cost-effective back-office solutions that are flexible and customized. Our services also allow personal and business bookkeeping to flow seamlessly into your tax planning and tax preparation work.
Information technology consulting
Our information technology services have been customized for family offices to help assess your current technical environment, identify potential gaps, risks, and security vulnerabilities, and identify opportunities for improvement.
Internal controls
We work with newly formed, growing, and mature family offices to evaluate current operations and internal control processes, identify and respond to risks, and design a structure for success.
Investment consulting
Through our affiliate, Plante Moran Financial Advisors*, our family office services group provides independent, objective investment advisory services. We provide traditional investment advisory services or act as a discretionary outsourced chief investment officer.
Tax planning
Achieving lower taxes requires a strategy with a family’s goals, mission, and investments — as well as wealth transfer, charitable, and life plans — in mind. Our team helps establish a tax accounting policy to properly segregate family activities, which can include investments, real estate holdings, business ownership, charitable contributions, gifting, personal expenditures, and more.


Family offices: best practices for today and tomorrow

Strategies for efficiency and growth

Private equity exit planning strategies

Timely advice to maximize value

Family Office Answer Book: A complete guide for family office executives


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Meet your team

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We’re organized based on industry and technical expertise, and many of our more than 180 family offices experts have worked in other industries. This unique pairing of family office expertise with other industry experiences results in a broader perspective and a more robust transfer of best practices to our clients. But we’re not just technical experts — we care about what matters to you, and our clients know that because we prove it time and time again.