Family Assurance


The financial lives of some individuals and families are so complex that they resemble highly matrixed corporations. That can produce unique and nuanced questions requiring special expertise to unpack.

For clients with complex financial lives, we provide visibility into their personal finances, including investments, philanthropic endeavors, operating businesses, and other structures. That enables them to exert a stronger degree of control and feel confident that the daily functions of their lives are in good order. In other words, they can focus on their other priorities while enjoying peace of mind.

We call this unique service offering Family Assurance – a distinctive combination of expertise in assurance, accounting, personal finance, family office, and tax.



  • We have worked with ultra-high-net-worth individuals and families for 65 years
  • Few firms provide the unique combination of assurance, family office, accounting, finance, and tax expertise that we do
  • Our Family Assurance offerings can be accessed independent of our other firm services, such as tax
  • We work well with other advisors you rely on in areas such as tax, legal, investments, banking, and insurance


  • Real-time Reporting Services for Investments and Collections
  • Interim and Part-time Family Office CFO services
  • Audit Coordination for Entities, Funds, and Foundations
  • Trust Accounting, Forensic Accounting, Lender Verification, and Agreed-upon Procedures
  • Internal Controls Advisory, Policies and Procedures Documentation, and Special Projects