H2R CPA’s Family Office practice combines multi-faceted accounting and financial advisory services with in-depth, strategic tax knowledge to provide a comprehensive suite of services for high net worth families.
Our team of accounting, tax, consulting, finance and investment professionals are experienced in assisting clients with making fiscally advantageous and tax-wise decisions, taking into consideration the financial interests of the family as a whole, each individual family member, and also the family business.
With over 65 years of experience serving hundreds of high net worth clients, H2R CPA professionals have developed close, trusted relationships with our clients, many of whom have been with us for more than 20 years. We are pleased to have a reputation among our clients for delivering significant value and peace of mind, and look forward to continuing to deliver quality services for another 65 years and beyond.
Family Office Accounting Services
Our Family Office practice regularly helps high net worth families with the complexities of managing both personal and business finances as well as various related matters. We work with family members to implement a personalized, well-planned financial strategy that anticipates problems before they happen, and proactively identifies new opportunities for wealth preservation in an ever-changing tax environment.
Services for Families and Individuals
- Tax consulting, planning and administration, including trust, income, state & local, Federal and international tax compliance
- Estate planning and administration
- Trust, philanthropy and foundation accounting and administration
- Budgeting and cash management
- Bookkeeping
- Asset tracking
- Contract reviews
- Insurance oversight
- Dispute resolution
- Litigation support services
- Financial mentoring and education
Services for Family Businesses
- Tax consulting, planning and administration, including trust, payroll, state & local, Federal and international tax compliance
- Accounting services and audit coordination
- Succession planning and / or exit planning
- Trust, philanthropy and foundation accounting and administration
- Transaction advisory services (e.g., deal structuring, due diligence, etc.)
- Business valuation
- Bookkeeping
- Asset tracking
- Contract reviews
- Insurance oversight
- Litigation support services
- Retirement plan audits
Learn more about H2R Wealth Management.
Service Delivery Approach
H2R CPA’s Family Office services can range from a high-level, long-term advisory approach to a more hands-on, day-to-day management role, depending upon the needs and requests of the family and business leadership. Our services can be combined together or used individually on an ala carte basis. Often, each generation of a family desires varying degrees of consulting services, and our Family Office practice is able to accommodate differentiated levels of service, as needed.
We would be pleased to discuss your family situation to determine if our Family Office services might be a good fit for your family’s needs.
Meet Our Family Office Leadership Team
