Family Office Services for High-Net-Worth Families
Our Family Office Services provide professional, personalized guidance rooted in extensive experience to simplify your financial life, support your family’s businesses, and preserve your wealth and legacy.
Services provided by Andrew Donoghue, CPA, CFP®, with direct internal experience at three family offices and a background in a top-rated national CPA firm specializing in family office services.
Expertise includes working with family operating businesses and managing holding companies to ensure seamless integration with the family’s overall financial strategy.
Delivering accurate financial reporting and compliance through a meticulous, professional approach.
Comprehensive Financial Planning
Strategic guidance on cash flow management, budgeting, and long-term financial strategies.
Assisting with estate planning to preserve wealth for future generations.
Introducing and analyzing alternative investments to align with your family’s financial goal.
Tailored, Flexible Support
Customized services to meet your family’s unique needs and evolving priorities.
Simplifying the coordination of legal, administrative, and financial elements for seamless management.
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