High Net Worth

High Net Worth and Family Office

We specialize in assisting high net worth and family offices with their day-to-day financial tasks and challenges.

The Tax Consultancy Group’s high net worth and family office practice delivers a full spectrum of services to high net worth individuals, 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 in supervising and managing your day-to-day activities while working with you to polish your goals, formulate strategies, and develop 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 you assist you in making more informed decisions.

The Tax Consultancy Group acts as a chief financial officer for your family or business, and offers business management services that may include:

  • Bookkeeping and check writing
  • Financial statement preparation
  • Analysis of personal and business cash flows
  • Investment evaluation
  • Reconciliation of investment statements
  • Estate planning
  • Cash management, budgeting, and financial planning
  • Banking
  • Insurance coordination and risk management
  • Processing of payroll and coordination of employee benefits
  • Assistance with the financing and purchase of major assets
  • Tax planning and preparation

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel must not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services.