Family Office

Owning and running a family business involves not only business professional and technical skills, but the soft skills of guiding and leading family members to develop their own skills and happiness to cement a legacy that will last.

We oversee and manage the complex financial lives of wealthy familes that have the freedom to invest their money with an ulimited number of providers.

We combine the skills of a CPA, financial advisor and a family man.

Our Family Office services can help answer important questions related to your wealth and family.

  • Am I paying more taxes than I should?
  • Am I taking more risk than I need to?
  • For what will I be remembered?
  • Does my spouse know where we keep our records?
  • How and when do I talk to my kids about money?
  • Do we have enough assets to sustain our current lifestyle?
  • Will our wealth be a curse or a gift to our children?

We can help you preserve, manage and further your family legacy and wealth. Schedule a complimentary consultation today and come speak to us about your specific situation and discover how we can help.

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T: (480) 897-7708 F: (480) 345-6040 E:

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