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.
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.
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How Corporate Card Platforms Can Help Cut Expense Reconciliation Work by Up to 50%
How Corporate Card Platforms Can Help Cut Expense Reconciliation Work by Up to 50%
Trump Accounts Are Live: What Families Need to Know
Trump Accounts Are Live: What Families Need to Know
Foreign Tax Credit Pitfalls for U.S. Citizen Children Abroad
Foreign Tax Credit Pitfalls for U.S. Citizen Children Abroad
Cross-Border M&A Readiness: International Tax Risks
Cross-Border M&A Readiness: International Tax Risks
2025 New York Budget Tax Changes: Key Updates
2025 New York Budget Tax Changes: Key Updates
