What Is Family Office Administration?
Family office administration focuses on the financial, accounting, tax, and reporting responsibilities that support a family’s assets, entities, and long-term plans.
Historically, full-scale family offices were reserved for families with $100 million or more in assets. Today, many families with lower but still significant wealth face the same operational challenges, without wanting the cost or complexity of a traditional family office structure.
Our approach provides the administrative backbone families need, tailored to their size, structure, and goals.
Who This Is For
Family Office Administration is well-suited for:
- High-net-worth individuals and families
- Families following a liquidity event or business sale
- Business owners transitioning from operating companies to personal wealth management
- Families managing multiple entities, trusts, or investment structures
- Families dissatisfied with fragmented advisor relationships
- Individuals whose longtime advisors are retiring or changing firms
These clients are not looking for one-off tax help. They are looking for continuity, discretion, and trusted oversight.
What We Provide
Accounting & Financial Oversight
- Consolidated financial reporting across entities and accounts
- General ledger and entity-level accounting
- Cash flow tracking and coordination
- Review and organization of financial records
- Ongoing financial reporting for family decision-making
Tax Coordination
- Coordination of individual, trust, and entity tax filings
- Estimated tax planning and payment oversight
- Alignment of tax strategy across advisors and entities
- Monitoring of compliance deadlines and requirements
- Support responding to IRS or state inquiries
Administrative Support
- Bill payment and expense coordination
- Tracking of insurance policies and renewals
- Recordkeeping for trusts, entities, and investments
- Documentation support for banks, attorneys, and advisors
- Assistance preparing information for key meetings
Advisor & Family Coordination
- Acting as a central point of coordination among advisors
- Working closely with attorneys, investment managers, and banks
- Helping families understand recommendations and tradeoffs
- Supporting trustees, family decision-makers, and successors
We do not replace investment advisors or attorneys. We help ensure everyone is working from the same, accurate financial information.
How This Differs from Wealth Management
Family Office Administration is not investment management.
We focus on:
- Accounting accuracy
- Tax coordination
- Financial organization
- Administrative follow-through
Our role is to bring structure, visibility, and accountability to the financial side of family wealth, allowing investment and legal professionals to do their jobs more effectively.
A Relationship-Driven Approach
Families working with us value:
- Local, in-person accessibility
- Discretion and professionalism
- Clear communication without unnecessary complexity
- Long-term relationships, not transactional engagements
- Advisors who understand both the technical and human sides of family finances
This work requires trust, judgment, and consistency. We take that responsibility seriously.
How This Connects to Our Other Services
Family Office Administration often integrates with:
- Individual Tax Preparation
- Tax Planning & Consulting
- Estate Planning & Administration
Clients may begin with one service and expand as their needs grow. Our goal is continuity, not fragmentation.