Family Office Services / Business Management

Our firm provides comprehensive family office and business management services, encompassing budgeting, payroll, tax planning and preparation, and outsourced CFO services. We ensure meticulous management of your finances, legal compliance, and personal lifestyle, allowing you to focus on your career and success. 

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• Budgeting: Create and manage budgets for personal and professional expenses. 

• Tax Planning and Preparation: Handle tax filings, strategize for tax efficiency, and ensure compliance with tax regulations. 

• Revenue Tracking: Monitor and track income streams, including endorsements, appearances, and royalties. 

• Payment Processing: Manage and process payments, including managing accounts receivable and disbursements. 

• Expense Tracking: Monitor and control personal and business expenses to ensure they stay within budget. 

• Bill Payment: Handle timely payment of bills and other financial obligations. 

• Asset Protection: Develop strategies to protect valuable assets, including real estate and personal property. 

• Compliance Monitoring: Ensure adherence to industry regulations, tax laws, and contractual obligations.