Family Office Services

financial advisor discusses plans with family

Expert Family Office Services for Generational Wealth & Lasting Legacy

Managing the best plan for your family—now and in the future

Every family faces its unique set of challenges, and family offices are no different. With intergenerational conflicts, lack of financial or investment expertise, differing objectives, and the intertwined family, individual, and business needs, every family office requires not only tax and accounting expertise, but also the finesse to handle its complexity. With years of experience in working with family offices, Mowery & Schoenfeld can help you reconcile the challenges you face and create a plan that guides you towards a secure and lasting legacy.

What Is a Family Office & How Do I Know If I Need One?

A family office serves ultra-high-net-worth individuals whose wealth has become so expansive as to require someone to help navigate the complexity of their financial and investment needs. If you feel burdened by the management of your family’s wealth because of its size and complexity, then it may be time to consider working with a family office. Not only does a family office free up its family member’s time, but it also allows clients relief to know they have the support of highly skilled CPAs.

Although some offices may just work with one family, Mowery & Schoenfeld offers services with the benefit of a wider team and more resources to those families who need help with investment and asset management, charitable giving and tax advice, and succession management.

family discussing with financial consultant

Helping Your Family Succeed with Specialized Services for Family Offices

Our professionals provide a comprehensive range of services to help you manage your family office, allowing it to timely and accurately meet the needs of its members, including:

Personal and family financial statement preparation
Administrative services such as formation, charter or agreement, organizational chart, and functions
Accounting services including bookkeeping, reconciliation, cash flow monitoring, and bill payment
Budgeting and financial planning
Valuation services
Risk management advisory services
Real estate acquisition and sales
Dispute resolution
Mentoring and coaching for future generations

A Proactive Approach to Family Office Accounting & Advisory Services

Mowery & Schoenfeld assumes a proactive approach to family office accounting and consulting. Our experienced professionals look at the big picture of your financial situation to understand its overall goals, and then go beyond traditional accounting and financial services to strategic planning for prosperity, longevity, and growth. With decades of experience offering specialized services and support to affluent families, Mowery & Schoenfeld helps you make the informed decisions that strengthen your financial position and allow future generations to enjoy the legacy you built.

Why Choose Mowery & Schoenfeld for Family Office Services

As a firm with over 150 individuals, Mowery & Schoenfeld’s outsourced family office services provide highly skilled CPAs and other professionals who have experience in coordinating with other professional service providers to ensure your family’s wealth is protected. With expertise ranging from individual tax services to international regulations and transaction advisory, our depth and breadth of knowledge assures clients they’re working with individuals who will be prepared for anything that comes their way.