FGMK's Family Office Services Practice has provided a complete range of tax and consulting services to high net worth families and family offices for over 30 years. We are business and tax advisors who provide the following specialized family services including:
- Working with the families' advisory team to provide coordination of income tax, charitable giving and wealth transfer strategies
- Advice relating to the sale of acquisition of a business
- Review of potential private equity and venture capital investments
- Cutting edge estate and financial planning
- Personal, partnership and trust accounting
- Tax preparation for all family entities
- Structuring of LLC's family limited partnerships & trusts
- Advice relating to philanthropy and formation of private foundations
- Family communication and meeting planning
- Audit and tax compliance services
- Bill payment and cash flow management
- Review of the operations and internal controls of the family office
- Helping with the formation and staffing of the family office
Providing Objective Advice
Because we do not sell products, manage assets or earn commissions, the professionals within FGMK's Family Office Services Practice can provide objective advice while working closely with our clients and their other advisors. This allows us to provide independent insight on taxes, wealth transfer, business and family concerns that should be incorporated into your investment strategy, and other areas that support your family mission.