Family Office Services

Our Expertise

We are nationally recognized for our expertise and bench strength of over 190 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.



Topics

Best in class family office operations

Private equity exit planning strategies


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


Client Experience

Our Leaders

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.