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

Contact Us

If you’d like to learn more about Weiss & Company and how we can help you, we want to hear from you. Simply complete the form, using the “Message” section to describe your area of interest. We’ll be in touch within 1-2 business days.