Family Office Services
Bober Markey Fedorovich’s family office practice supports the complex financial needs of high net worth clients and their families. As a trusted advisor, we work closely with each family to develop a customized financial plan to fulfill current needs, anticipate family changes and achieve overall financial success.
What’s more, we are an independent accounting and advisory firm. In other words, we do not provide direct investment or legal advice. Nor do we sell investment products, insurance, software or represent any vendor or manufacturer who does. This means that you can rest assured that our advice is objective and will not result in a benefit to us.
Some of the services we provide include:
- Managing the administration and integration of legal and tax planning
- Advising senior family members and/or boards of directors on business management issues
- Managing and distributing cash
- Consulting and managing family charitable philanthropic goals
- Providing guidance as needed to younger generations
- Organizing and mediating family financial discussions and conflicts
- Preparing individual financial statements and asset record keeping
- Providing consultation regarding internal controls and accounting procedures for offices with multiple business and investment entities
Whether we provide outsourced family office services (i.e. bring the office here) or oversee operations, we work closely with family members and their advisors to gain a complete understanding of the family objectives and financial situation. Our goal is to improve a family’s overall financial legacy, maximize the advantages of its assets and preserve wealth.
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