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Family Office Support and Business Management

Giving You Back Your Time

Anchin professionals take service to a whole new level by offering an array of resources for today's Family Office Support and Business Management client.

  • The philosophy of our Family Office Support and Business Management services team is to use a holistic approach that is valued by our clients as well as their attorneys, bankers and advisors.
  • Our goal is to simplify our clients’ lives, allowing them to better pursue their interests and passions.
  • We have provided Family Office Support and Business Management services for decades. The majority of our new clients come from referrals from existing clients, attorneys and investment advisors.
  • Our accounting systems provide clients with customized reporting in a secure, controlled environment.
  • We have earned an impeccable reputation thanks to a team of professionals dedicated to exceeding our clients’ expectations.

Services include:

  • Payment of bills and vendor liaison
  • Financial and tax planning
  • Cash flow management and forecasting
  • Trust and estate planning
  • Preparation of tax returns
  • Coordination of insurance needs with clients’ insurance brokers
  • Coordination of tax strategies with investment advisors
  • Assistance with medical insurance reimbursement claims
  • Support services as needed by clients’ attorneys
  • Payroll and compliance for domestic employees
  • Coordination of background checks

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