Family Office Solutions, LLC

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Your Go-To Service Provider


Family Office Solutions is here to serve you. We offer a broad range of helpful and convenient services. Learn about what sets our firm apart and makes us your best choice for services.

Couple Meeting with Financial Advisor

Differentiating Factors

  • Credentialed Employees; Licensed CPA Firm in the State of Delaware
  • Sophisticated Planning Expertise
  • Ability to Communicate Complex Matters in a Clear, Straightforward Way
  • Experience Enables Provision of Solid Operational Structure
  • Enterprise Succession Plan for Next Generation
  • Guidance to current and future board members and family owners.
  • Strategic Planning to Attain Family Enterprise Goals and Targets
  • FOS Staff Structured to Service Future Generations
  • Designed to Operate in a Changing Environment
  • Company structure Allows for Highly Competitive Pricing
  • Synergies from Staff Skillsets and History


Disaster Recovery

  • Improved technology environment allows staff to access client files remotely and securely from any location.
  • Regularly scheduled back up of server data, off-site storage facility, and off-site technology support group.
  • Accessibility is available via personal computer, tablet, and/or smartphone.
  • Staff members all reside in close proximity of each other and within short driving distance of a temporary office site providing computer, phone, copier, and office services.