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.
- 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
- Planning Ahead by Looking Back and Using the Team of AdvisorsNovember 29, 2016
High net worth families must always have someone minding the store in order to make sure important items aren’t missed.
- Top Considerations for Educational DonationsSeptember 29, 2016
A significant charitable grant can help create a legacy and example for future generations
- How the Wealthy Teach Children about the Value of MoneyJune 1, 2016
Typically, parents would like to provide a secure future for the next generation.