Family Office

Take control of your personal and business finances

Your household is like a business. It requires proper budgeting, cash flow and risk management, and planning to run smoothly and remain financially sound.

Moss Adams acts as a chief financial officer for your family or small business, creating a comprehensive financial plan that may include:

Personal financial statement preparation
Budgeting and cash flow management
Document and record management
Managing the credit aspects for real estate transactions
Insurance management coordination, such as insurance oversight for investments and personal assets
Medical insurance claims management
Employee payroll for household employees, closely held entities, and charitable foundations
Assistance with selecting employee benefit plans for household employees
Receipts and disbursements processing
Banking needs, including wire transfers, currency exchange, and credit cards
Communicating the performance of investment assets
Philanthropy management and administration, such as monitoring charitable contributions for family members and family charitable foundations
Coordinating preparation of supporting documents and schedules for tax returns

Once a comprehensive financial plan is in place, we review it regularly to ensure it is on track and keep you informed as often as you like—wherever you are in the world.