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Family Office


Our family office services were designed to simplify life for the independently wealthy – including seniors, entrepreneurs & investors, professional athletes, entertainers, and other busy professionals. We combine day-to-day financial accounting with budgeting and on-demand reporting.

The result is simple and empowering. You will have up to date financial information. You will understand your expenses and your income. And you will be confident in your knowledge that your responsibilities are being cared for by dedicated professionals.

We provide a personalized solution for tracking your personal and family finances. Having worked with many independently wealthy clients, our staff has the experience and expertise to create an effective, streamlined system for organizing your daily finances.

We focus on day-to-day management in order to alleviate your financial headaches so you can focus on what you do best. Contact us today to learn about how our family office services can simplify your life.

Our experience working with high net worth clients has helped us develop targeted services to meet your needs.

Our Family Office services include:

  • Bill Pay
  • Tax Planning
  • Budgeting
  • Cash Flow Management
  • Personal Record Keeping with Quicken
  • Emergency Management

PRACTICE LEADER

Andrew Presti

Senior Partner

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