- Assurance Services
- Agreed-Upon Procedures
- Due Diligence Reviews
- Forensic and Investigatory Services/Litigation Support
- Licensing, Royalty, and Compliance Auditing
- Sarbanes Oxley Compliance Services Group
- Partnering Internal Auditing Services
- Outsourcing of Accounting, Tax and Other Business Related Services
- Labor Organizations
- Employee Benefits Assurance and Consulting
- Business Tax Planning and Compliance Services
- International Tax and Business Services
- High Net Worth Family Office Services
- Services to Venture Capital and Start-Up Businesses
- Financial Services Industry
- SEC Compliance and IPO Readiness Services
Services
High Net Worth Family Office Services
Since 1978, the financial consultants at S&B have provided customized Family Office Services to prominent and busy families. Our services range from routine bill paying to sophisticated financial, tax and estate planning and many are available on a stand-alone basis. Every partner and financial consultant at our firm brings stringent quality-control procedures, uncompromising objectivity and client confidentiality to each engagement. Our goal is to become the administrative office of a family by eliminating the need for high cost overhead and attaining centralized and consistent management.
To organize, simplify and report our clients’ finances, our team of professionals is ready to facilitate and streamline the multifaceted financial affairs of a family. We deliver financial reporting to families in a format appropriate to their specific requirements. In addition we meet with clients and their advisors to determine the optimal way to leverage our capabilities to best service the family.
Family Office Administration
- Financial reporting
- Cash management
- Domestic payroll and tax reporting
- New construction/renovation monitoring and basis tracking
- Budget maintenance for homes, living expenses and family members
- Multiple household management
- Cost-basis record keeping for investments
- Tracking of tax deductible items
- Bank reconciliations
- Comprehensive bill paying*
- Insurance needs analysis and planning
*Available on a stand-alone basis
Family Strategic Planning - Coordinated with Your Team of Professional Advisors
- Monitor investment performance
- Review retirement planning objectives and wealth accumulation projections
- Review of will, trust, and other related documents
- Wealth transfer strategies to future generations
- Charitable gift planning and foundation structuring
- Educational Planning
Individual Tax Services
- Compliance, planning, and structuring to minimize tax liabilities
- Alternative Minimum Tax strategies
- Federal, state and local tax representation
- Capital gains planning
- Estimated tax projections and optimization of cash flow
Download High Net Worth Family Office Services Product Sheet
<< Back to Services page - Email this Page