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:

Financial Services

  • Personal and related entity accounting
  • Budgeting
  • Bill payment and coordination
  • Payroll
  • 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

Ancillary 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.

Mark M. Dubinski, CPA
P: 847.441.8800
mdubinski@weisscpa.com

Allen C. Berg, CPA, MST
P: 847.441.8800
aberg@weisscpa.com

Awards

Crain’s “Best Places to Work in Chicago” 2018, “Best Places to Work in Illinois” 2011-2019

Crains Best Places to Work in Chicago 2018 Best Places to Work in Illinois 2018

Memberships