Family Office Accounting

We can help with your specialized needs

We provide a comprehensive set of services to meet family office needs. Our services are designed to help clients enhance processes, gain efficiencies, measure and assess risk and make an impact on your profitability and achievement of your mission. Our services are provided to individuals, entities and trusts in the Family Office Group.

Our Process

Customized collaborative planning, driven by your values, goals and needs. Your plan adapts as your needs evolve

Our specialists

John McElderry, CPA, CGMA

Principal

770-874-1691

Carolyn McIntosh, CPA

Tax Partner

912.234.8243

Services

  • Accounting & Personal Financial Reporting
  • Cash Management
  • Bill Pay Income Tax Planning & Compliance
  • Wealth, Succession & Estate Planning Family Governance
  • Charity & Philanthropy
  • Trust Services

Get in Touch

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Savannah
Atlanta – Norcross
Miami
Tampa
Atlanta – Powers Ferry
Augusta