Family Office

Manage family finances with the focus of a business

A family office is a private company that manages investments and trusts for high net worth families. The company’s capital is theirs, sometimes accumulated over generations. It is a way to transfer established wealth across generations. The function of the family office is to invest the family’s money, manage the family’s assets, and disburse payments to family members as required.

Setting up a family office is a convenient and effective way for busy people to manage their personal financial matters. LLG understands the unique challenges and demands of family offices and the solutions they require.

Services offered through family office include the following.

Accounting and Attestation Services

  • Accounting Services
  • Financial Forecasts, Cash Flow and Budgeting
  • Outsourced Accounting and Bookkeeping

Tax Services

  • Federal Tax Planning and Preparation
  • Multi-State and Local Tax Planning and Preparation
  • Tax Authority Representation
  • Tax Research
  • Tax Credits and Incentives

Consulting Services

  • Accounting Software Implementation
  • Litigation Support
  • Executive Recruitment
  • Investment Review

Start the conversation.

Are your family assets protected and managed like a business?