Our Firm
We are a niche professional services firm providing accounting, financial reporting, tax
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Family Office
We are a niche CPA firm organized around the vision of providing best in class back-office services tailored to both single family offices and virtual family offices. We serve substantial, multi-generational families and their single family offices. We have also created Virtual Family Offices – a platform for facilitating a multi-disciplinary service team to offer the benefits of a single family office without the high cost of creating and managing one.
Business
We have a passion for optimizing businesses to reach their full potential. Our business service line assists enterprising individuals and their businesses with all tax compliance and planning needs. We serve business owners through the entire business life cycle: from formation to growth to succession planning and exit. We provide value to businesses through key financial services including transaction and mergers and acquisitions consulting.
Client Testimonials
An Elite Team
Our team has decades of collective real world insights at our clients’ access. We serve in a niche firm where we can drive expertise towards a bank of active and challenging clients. In this context we strive to continuously learn and develop our unique talents.
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