As the year draws to a close, many families and their advisors step back to assess financial achievements, address outstanding matters and
What to Include in Your Family Office Year-End Binder for a Complete Financial Review
2025 Tax Readiness: How Family Offices Ensure General Ledger Accuracy
Readying for the 2025 tax season can weigh heavily on families handling significant assets or complex finances. Many turn to family office
The End-of-Year Checklist Every Family Office Should Be Using Right Now
Every family office experiences intense activity as the year draws to a close. Deadlines stack up, stakeholders expect detailed updates, and the
Are You Ready for a Family Office Transition? 6 Key Signs to Watch For
Many successful individuals reach a crossroads when managing their wealth becomes more demanding than anticipated. Life events, growing
Should Your Foundation Board Be Doing More? Key Year-End Questions
The final months of the year are a significant time for foundation boards and families to evaluate progress and plan ahead. As you approach
Why Mid-Market Companies Should Prioritize HR Digital Transformation in 2025
Human resources departments are experiencing disruptive change as mid-market companies face increasing pressure to attract, retain and engage
Beyond Strategy: The Critical Role of Execution in Family Office Success
The concept of a Family Office has evolved to become a linchpin for high-net-worth individuals, especially in bustling locations like Atlanta. Often, there is a disproportion between meticulously crafted strategies and their execution. Understanding this gap is pivotal for ensuring that family office operations can meet, and exceed, the complex needs of their clients. Exploring
How Family Offices Ensure Philanthropic Giving Aligns with Tax Planning
Philanthropic giving and tax planning can create notable benefits for high-net-worth individuals. When managed effectively, charitable donations not only support worthy causes but also result in substantial tax advantages. Family offices play a pivotal role in aligning philanthropic activities with tax planning, ensuring that these two objectives work in harmony. Maximizing Tax Benefits Through Charitable
The Atlanta Advantage: Family Offices Leading the Way in Strategy Execution
The Atlanta Advantage: Family Offices Leading the Way in Strategy Execution In the world of financial services, Atlanta has emerged as a key player, particularly in the Family Office sector. The city’s strategic location, well-established economic infrastructure, and concentration of professional talent make it an attractive hub for high-net-worth individuals seeking comprehensive financial management. Atlanta
Top 5 Factors for Choosing Family Office Accounting Services
Selecting the right accounting services for your family office is crucial to ensure the efficiency and success of your financial planning and management. The decisions you make now can significantly impact your family’s financial future, so it is essential to take a strategic approach when choosing an accounting firm. Here are the top 5 considerations
