Family Office Services
The specialized accounting needs of high-net-worth families is a market niche that Weiss & Company LLP is especially well-equipped to serve, with deep expertise in the field and a wide spectrum of planning, management and tax-related services.
Unique Plans for Unique Clients
Providing family office services to high-net-worth families has been a mainstay at Weiss throughout our 50-year history. Company partner and tax services specialist Mark Dubinski leads a team of professionals whose success in the field begins with an understanding that every family we serve is unique, with their own goals, aspirations, and challenges. It’s our job to tailor plans that are equally unique, comprised of services to help each family fully realize the rewards of the wealth they’ve built, while protecting and preserving it for generations to come. As CPAs, we have the expertise, independence and integrity to do the job better than anyone else.
Diverse Capabilities and Service Selection
At Weiss & Company, we offer a range of planning, management and ancillary family office services that is as broad as our expertise and experience are deep. A sampling of the services we offer:
- Personal and related entity accounting
- Bill payment and coordination
- Cash flow management
- Tax compliance and planning
- Financial statements
Retirement & Estate Planning
- Multi-generational plans and trusts
- Succession planning
Financial Planning & Management
- Investment review and monitoring
- Asset and liability management
- Risk management
- Trustee services
- Concierge services
- Charitable giving and foundation management
- Property management
- Collectibles administration
- Valuation services
Contact us today!
If you’d like more information about Family Office Services from Weiss & Company, please complete and submit the form, or contact Mark Dubinski or Allen Berg for a consultation at your convenience.