Family ASSURANCE SERVICES
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.
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.