Family Office

FGMK supports family offices by providing the level of accounting and tax support required for sophisticated financial, tax and estate decision making for all family members.

Our team of professionals is experienced in delivering support and specialized services to family offices and individual family members. With our assistance, procedures and controls are put in place to manage the timely payment of expenses, bank reconciliations and real-time cash management. We also manage payroll processing and compliance with federal, state and local payroll tax filing requirements.

Some of the services FGMK provides to support family offices are:

  • Bill payment
  • Budgeting
  • Cash management
  • Electronic management of vendor bills
  • Estate and trust planning
  • Household payroll
  • Internal control and operational reviews
  • Sophisticated tax planning strategies and tax compliance
  • Financial due diligence for portfolio acquisitions
  • Wealth transfer strategies