Family Office Solutions, LLC

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Financial Management, Accounting, and More


Whether you're a single person or the head of a family, dealing with financial matters can be challenging. Fortunately, Family Office Solutions is here to meet your needs. We offer a broad range of financial services for families and individuals.

General Family Services

  • Serve as a trusted advisor and point person for all every-day (simple and complex) matters that arise.
  • Referral and oversight of providers, such as insurance, investments, attorney, and other providers.
  • Oversee fees charged by other providers and make recommendations when appropriate.
  • Serve as a trusted advisor to the family and future generations.
  • Long-term planning for family wealth preservation.
  • Education of children and other generations on an ongoing basis.
  • Serve as a resource/conduit to family members.


Financial Planning

  • Recommend estate-planning modifications and work with other advisors to implement on your behalf.
  • Comprehensive Investment Review and Analysis
  • Financial Planning for Next Generation and Beyond
  • Stay abreast of continuously changing tax laws and make recommendations for financial plan modifications as needed.


Accounting Services

  • General Ledger Accounting
  • Account Reconciliations
  • Fixed Asset Management
  • Periodic Closings (Monthly, Quarterly, Year-End)
  • Cash flow management budgeting, forecasting, analysis, and discussions on a quarterly basis (by phone or in person as determined, with at least one in-person meeting annually).
  • Prompt Bill Payment and Distributions
  • Accounts Payable/Receivable
  • Financial Statement Preparation
  • Payroll Services
  • Investment Transaction Recording and Reconciliation
  • Capture and Reconciliation of Corporate Action Activity
  • Capture and Reconciliation of Investment Partnership Activity


Tax Services

  • Prepare and file all required federal, state, city and local returns, extensions and estimates (when necessary).
  • Review tax documents issued by trusts and other entities and facilitate distribution to tax preparer through a secure client portal.
  • Provide complex tax planning expertise for individuals, businesses, limited family partnerships, estates, trusts, succession planning, wealth preservation, and intergenerational wealth transfer and philanthropy.
  • Prepare K-1s, 1099s and 1096s


Estate and Trust Administration Services

  • Work with legal counsel in managing all aspects of trust and estate administration from inception through final distribution.
  • Work with legal counsel and family members to ensure terms of governing instrument are fulfilled.
  • Prepare all necessary income, inheritance and gift tax returns.
  • Prepare estate and trust accounting.
  • Work with legal counsel in preparation of estate settlement documents.