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
Carolyn McIntosh, CPA
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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