We have an eye on your future at all times.
We understand that managing your personal finances can be intricate and time consuming. Our outsourced accounting services for high net worth individuals shifts the responsibility of managing your finances to our team of experts. If you are a high net worth individual or family there is a long to do list when it comes to managing your wealth.
Our process is designed to provide you with timely and accurate information that we can analyze to develop financial planning recommendations. We start by organizing your financial situation, and developing report templates that are meaningful and easily understood by you. From there we become your own personal CFO, managing all the complexities of your personal financial life to help you achieve your short and long-term goals.
How do we help you obtain your goals?
We have an eye on your future at all times. Our team has put tools in place to help you track your current situation to make sure you are setting yourself, and your family up, for a comfortable future.
- Set up of general ledgers designed specifically to your needs and using appropriate financial tools
- Development of budgets and cash flow projections for personal living expenses, homes, family members, new construction / renovations, etc.
- Properly recording and paying bills
- Expense management and reporting
- Payroll processing and payroll tax preparation for employees, including household and personal employees
- Collaborating with you other advisors such as lawyers and investment advisors
- Monitoring personal investments in collaboration with our personal financial planning team
- Coordination of income tax preparation
No two families or individuals are alike. Our plans for high net worth individuals and families are structured around making sure we understand you and your family, so we can provide you with the personal service you deserve. Outsourcing and sharing your personal information with a third party can often be an overwhelming thought. We assure you that your privacy is taken very seriously. The trust that you have given to our team is a responsibility that we do not take lightly. Our client’s confidence in us is our number one priority.
Personal Service. Attention to Detail. Long-Term Relationships.