Family Office Services

Services

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. 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.

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Lauren Landolfi

Practice Leader

Meet the Team Family Office Services Brochure Resources

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
Trusts & Estates 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.

See Our Trusts and Estates Services