Family Office Services

WilkinGuttenplan’s Family Office Services (FOS) practice group recognizes the importance of your financial well-being as well as the value of your time. Our team of professionals will partner with you and your family to provide the services that will help eliminate time-consuming day-to-day tasks. With a full suite of services and personalized approach, tailored to address both your personal and professional financial needs, our FOS group will give you peace of mind that your “family office” is in good hands. Our services include:

Financial Management

  • Bill paying
  • Bank reconciliations
  • Cash management
  • Monthly/quarterly reporting
  • Budgets
  • Payroll administration
  • Bookkeeping

Planning, Strategy and Execution

  • Individual and business tax planning and compliance
  • Estate and trust tax planning and compliance
  • Donor advised fund/private foundation management
  • Concierge services

Benefits to our Clients

  • Application of industry recommended tools for bill paying, providing the family with an easily accessible audit trail for all transactions
  • Improved visibility and organization of overall expenses, leading to potential cost-saving measures
  • Minimize overall family tax liabilities by identifying potentially missed tax deductions
  • Reduction in IRS/state penalties and interest charges by avoiding late filing and/or late tax payments
  • Increased efficiencies with preparation of tax returns
  • Secure and safe documentation storage

Our professionals understand the diverse needs unique to each individual and family, and therefore customize our services accordingly. Our team of experienced professionals and specialists are ready to address the myriad “back office” needs of your family.

Sefi Silverstein

Practice Leader

Our Family Office Services team.

Sefi Silverstein

Practice Leader