Family Office Solutions provides complete strategic planning, business accounting, document management, and other helpful services to businesses and organizations. As a licensed accounting firm, we deal with a range of issues, serving our clients with integrity and attention to detail. Get in touch with us today to find out more.
Management and Oversight
- Serve as a trusted advisor and point person (to both board members and shareholders) for all every-day (simple and complex) matters that arise.
- Serve as liaison for beneficiaries to trustee and provide oversight for all activities.
- Stay abreast of continuously changing tax laws and make recommendations for modifications as needed.
- Make recommendations for LLC distributions to members.
- Communicate and coordinate with other service providers.
- Continuously pursue methods to operate with increased efficiency.
- Attend Quarterly Board Meetings
- Communicate with board and officers on a regular basis.
- Serve as a resource to board and family members to locate and assess other service providers, such as trustee, attorney, insurance, and investment providers.
- Manage Lines of Credit
|
|
Administrative
- Coordinate Quarterly Board Meetings
- Prepare Reports for Quarterly Meetings
- Facilitate distribution of all materials to all interested parties.
|
|
