Management Advisory Services

We provide these services as an adjunct to both our accounting and tax services in order to assist clients in areas of efficiency, profitability and to carry our their long term goals.

Tax Consulting

  • Tax planning
  • Cash-flow modeling and planning
  • Estate and gift planning
  • Tax credits
  • Charitable planning
  • Wealth-transfer strategies
  • Business transition planning

Family Office

  • Family office creation and structuring
  • Coordination of external and
    internal advisors
  • Financial reporting
  • Family wealth and philanthropy education
  • Succession planning
  • Trust advisory
  • Insurance analysis