— Client Accounting Services
Family Office
The family office professionals at Presti & Naegele combine knowledge with a strategic plan to safeguard and build upon your legacy as it changes.
OUR SERVICE
Presti & Naegele's
Family Office Services
At Presti & Naegele, we empower individuals and businesses through expert advisory services. With personalized guidance, we build enduring partnerships and contribute to sustained success.
We are aware that in today's world, legacies are dynamic.
Our family office services were designed to simplify life for the independently wealthy – including seniors, entrepreneurs & investors, professional athletes, entertainers, and other busy professionals.
Because family offices are structured differently, each service affects other services. Your family office may have blind spots without a clear picture, which could cause problems that make it difficult for you to proceed. It is essential to have an advisor who is knowledgeable about these related services.
Tailored Family Office Services
We are here to help when you expand or company objectives change, offering more advice and advantages. Working with Presti & Naegele entails ongoing advancement toward a more fulfilling future.
When your family office develops, we will always suggest fresh, creative ways to fulfill the most intricate requests. Our experts will help you on your journey to leaving a lasting impression.
We play a vital role in managing the financial affairs of affluent families. Providing assistance and oversight in Accounting Services, Family Governance, Financial Planning and Analysis, and Investment Management
Accounting Services
- Financial Statements: Prepare accurate financial statements for the family office. These statements provide a clear picture of the family’s financial health.
- Budget Management: Manage budgets, track expenses, and identify cost-saving opportunities.
- Tax Compliance: Handle tax-related matters, ensuring compliance with tax laws and optimizing tax strategies.
- Day to Day Management: Personal record keeping and bill pay.
Family Governance
- Collaboration: Work closely with family members, legal advisors, and other professionals to establish effective governance structures.
- Succession Planning: Assist in succession planning, ensuring a smooth transition of wealth across generations.
- Risk Mitigation: Help mitigate financial risks by implementing robust internal controls and reporting mechanisms.
Financial Planning Oversight
- Projection and Strategy: Assist in projecting and strategizing the family’s financial goals. Analyze income, expenses, investments, and tax implications to create effective financial plans.
- Risk Assessment: Evaluate risks associated with investment decisions, estate planning, and other financial matters.
Investment Management Oversight
- Portfolio Oversight: Monitor performance and assess risk.
- Due Diligence: Conduct due diligence on potential investments, ensuring alignment with the family’s objectives.
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Let's talk about how we can improve your business.
Elevate your business with tailored solutions. Let's discuss strategies for growth, efficiency, and lasting success.
Family Office - Website Form
Tailored Solutions for Financial Success
Explore Our Comprehensive Services at Presti & Naegele Accounting and Advisory Services
P&N INDUSTRIES
Industries We Serve
Our firm consists of an extensive team of highly specialized professionals that are intimately familiar with the industries they work in and the customers they serve.
MORE THAN JUST ACCOUNTING
Great Clients
Awesome Reviews
Discover the transformative experiences shared by our satisfied clients. In their own words, they highlight the impact of Presti & Naegele's expert tax services, client accounting precision, and strategic guidance on their financial success. Read our reviews to gain insights into the personalized and enduring partnerships we've forged.
I have had my business for more than 10 years and struggled through several *truly awful* accountants. I found Presti & Naegele about 5 years ago and have never looked back. They are a life-changing breath of fresh air and they will be my accountants for as long as I live.
Andy and the whole Presti Naegele team have been game changers as accountants for our business. My previous accountant was very hands-off and not accessible. Andy and his team are always available, willing and able to roll up their sleeves no matter what we throw at them. Highly recommend - do NOT hesitate to work with them!
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