Family Office

Individuals whose success is accompanied by substantial wealth, a number of competing responsibilities and complex personal finances often see the largest benefit from engaging the services of a family office. Since the organization’s inception, Fiscal Solutions has understood the value and needs of the modern family office, as well as the importance of having a trustworthy, experienced and accessible business partner.

Our full suite of accounting, personal CFO and value-added services combine to provide a family office service that is ideal for the needs of high net worth individuals, multi-family generational wealth management and entrepreneurs. Providing real-time access to information is critical to managing a diverse portfolio of investment strategies, businesses, properties and nontraditional assets.

The Fiscal Solutions Family Office professionals work closely with families and their professional advisors to support and implement plans aligned with the aspirations of individuals, so time can be better spent where it matters most.