FAMILY OFFICE SERVICES

Effectively managing the financial affairs of your family and estate requires receiving sophisticated financial advice and continuous support from a trusted adviser that can provide you with tailored service that meets your needs. CHY Accounting & Tax Inc. offers financial oversight and accounting services to high-net worth families and estates in the daily management of their family office. The services below represent a sample of the services offered by CHY. Please contact CHY if you are interested in a specific service that is not listed below.    

 

Family Office Services:

 

  • Financial oversight of family and/or estate’s financial assets

  • Accounting services for daily transactions of family and/or estate, including bill payment services

  • Payroll services for estate and household employees

  • Management and oversight of real estate investments (Note: services do not include tenant management)

  • Management and coordination of family and/or estate’s activities with other professional advisers (e.g. stock brokers, bankers, lawyers)

  • Coordination of philanthropy activities and transactions 

  • Tax planning and compliance support

  • Comprehensive monthly financial report for all estate activities

 

Please contact CHY if you would like to set-up a complimentary, non-obligatory meeting to discuss your family office needs.

© 2019 CHY Accounting & Tax Inc.

  • LinkedIn Social Icon