Family Office Solutions has you covered when it comes to accounting services and financial planning. Our experienced team delivers effective solutions to our valued clients every day. You can count on us to put your needs first at all times.
Company Profile
- Independently Owned and Operated
- Ability to customize services to each client vs. product driven offerings of large firms.
- Ability to provide objective advice to clients.
- Ability to respond to client requests/suggestions immediately.
- Multi-disciplinary staff of professionals trained to focus on the family client vs the product.
- Team has worked together for many years.
- Enhanced team communication due to size (no silos).
- Highly Skilled Financial Advisors/Contractors
- Efficiencies in operations allow savings to be passed along to the client.
- Secure portal for clients and their providers.
- Ability to receive data from outside providers.
- Ability for clients to retrieve and house their documents.
- Select number of clients allows team to operate on a proactive basis.
- Designed to allow greater involvement of senior management on a daily basis.
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