Seiler LLP’s Family Office group provides family and individual clients with a broad spectrum of services to help them simplify their lives and optimize their time and energies.

Our offerings are customized to meet the needs of each unique individual or family structure, and our services range from individual services to complete Personal Chief Financial Officer functions.

Customized Solutions

Many of our family and individual clients are owners of closely held businesses who are interested in a variety of financial and family matters, such as the definition of roles and responsibilities, maintenance of positive family relationships and succession planning. Seiler Family Office professionals have a long history of working with families and individuals to facilitate the smooth functioning and transitioning of wealth in a variety of circumstances.

Other Seiler clients are engaged as corporate executives or entrepreneurs whose financial lives involve complex liquidity events, such as exercised stock options, or the acquisition of personal or investment real estate. Seiler Family

Office professionals work closely with our other teams in the real estate and investment groups to develop solutions for these issues.

Family Office Services:

  • Tax planning, advisory and compliance coordination
  • Cash management, budgeting and reporting
  • Implementation of trust, estate and gift strategiesDirect private investment accounting
  • Heir education
  • Household staffing and internal Family Office management
  • Fine arts and luxury goods management
  • Insurance and valuation advisory
  • Private jet and vehicle ownership
  • Real estate advisory
  • Special projects