Family Office Services

When your family's interests have grown to a level of complexity that requires professional management, Kaufman, Rossin can help. As our relationships have evolved, we've learned what is important to each family, and expanded our services as their needs have changed.

Our family office services may include:

Planning

• Estate planning, including understanding and documenting tools already in place
• Succession planning
• Tax planning

Administration

• Bill payment
• Banking
• Cash flow and budgeting
• Document and record management
• Trust administration
• Foundation administration

Monitoring

• Monitor investment performance
• Monitor estate plan vehicles
• Monitor family business activities
• Produce summary reports

Compliance

• Tax preparation
• Individual
• Business
• Trust
• Foundation