Our CPAs and tax professionals often provide value-added services to single and multi-family offices. In our role as advisors, we frequently consult on succession and contingency planning, family office communication strategies, the coordination of outside advisors, and strategies that provide operational support and increase family office efficiency.
Charitable giving is often an important part of a comprehensive wealth management and estate planning strategy. We guide clients through the tax aspects of various forms of charitable giving, including private foundations, non-cash donations, and the hidden tax consequences inherent in philanthropy.
