Family Office
Over 50 years of building wealth and earning trust
Providing office services for high-net-worth families is a highly specialized field, one that demands trust, vision, and management discipline. It’s been a cornerstone of our business throughout our 50-year history, thanks to a team of specialized CPAs committed to understanding the unique needs, goals, and aspirations of each family they serve. We tailor services to help families reap the rewards of the wealth they’ve built while protecting and preserving their assets for generations to come. Our wide range of experience and expertise means we offer a broad range of services, including:
Financial Services
- Accounting
- Budgeting
- Bill payment and coordination
- Payroll
- Tax compliance
- Financial statements
- Retirement and Estate Planning
- Multigenerational plans and trusts
- Succession planning
Financial Planning and Management
- Investment review and monitoring
- Asset and liability management
- Risk management
- Trustee services
Ancillary Services
- Concierge services
- Charitable giving and foundation management
- Property management
- Collectibles administration
- Valuation services
We speak your language!
In today’s increasingly diverse business environment, multilingual capabilities are an absolute necessity. Here at Weiss, we answer that need with over a dozen staff members fluent in two or more languages, including Spanish, Polish, Hebrew, Hindi, Korean, Russian, Romanian, Turkish and Kyrgyz. Read more about our multilingual services.
