High Net Worth and Family Office

Business Management Services that may include:

  • Cash management, budgeting, and financial planning
  • Assistance in dealing with regulatory or government entities
  • Assistance with the purchase and financing of major assets
  • Banking
  • Bookkeeping / check writing
  • Estate planning
  • Financial statement preparation
  • Insurance coordination and risk management
  • Investment guidance
  • Reconciliation of investment statements
  • Processing of payroll and coordination of employee benefits

Family Office and Business Management

The Tax Consultancy Group, Inc.’s High Net Worth and family office practice delivers a full spectrum of services to high net worth individuals, entertainment industry professionals, entrepreneurs and executives and their related entities. We also provide accounting services for business entities which desire to outsource their CFO functions.

Our dedicated team assists you and your business with the supervision and management of your day to day activities while working with you to formulate your goals, develop strategies and long-range planning. As a business management advisory service, we will work with you and your other advisors, including but not limited to your bankers, lawyers, investment advisors and insurance agents, to help you meet your current and long term goals. You will benefit directly from our experience, skills and flexibility. Our expertise will assist you in making more informed decisions.

The Tax Consultancy Group’s Business Management Team Members act as a chief financial officers for your family or business, and offer business management services.

We offer the following Services to our Clients:

  • Income tax planning and services
  • Charitable gift planning
  • Education planning
  • Insurance planning services
  • Investment planning
  • Multi-generation planning
  • Private foundations
  • Real estate advisory services
  • Succession planning
  • Transaction planning
  • Wealth transfer planning

Family Wealth

Our firm acknowledges that every individual and family has a distinctive set of individual and financial goals. We are here to help our clients preserve the wealth they have spent a lifetime accumulating. Increasingly complex federal and state tax laws and regulations create escalating challenges to managing all aspects of wealth preservation, protection, and transfer.

Though we have been in the business of family wealth services for more than 30 years, we are still at the forefront of implementing new family wealth tools, tactics, strategies, and techniques. By utilizing our unique style of personalized financial advice we are able to facilitate financial and tax planning to aid you in your efforts to protect and preserve your assets. We make our service personal because wealth preservation is exactly that – personal.

As seasoned professionals, we are aware of the unique concerns of individuals, business owners and executives, families and closely-held businesses. By anticipating your needs, not merely reacting to them, we are able to minimize taxes and administrative costs.

Our goal is to become your trusted financial advisor. In order to help you build the best team to achieve your goals, we are happy to introduce you to our impressive network of outside advisors, including attorneys, insurance advisors, investment advisors, appraisers, and other family wealth specialists.

Developing a plan to preserve family wealth requires a comprehensive understanding of a variety of financial and legal issues, along with a special sensitivity to family relationships.

The Tax Consultancy Group can provide the strategic advice you need to successfully enjoy, protect, and pass on your wealth for the positive benefit of the people you love and the work you cherish.