Family Office Support

Anchin Private Client addresses often overlooked aspects including bill pay and household payroll as well as balance sheet and cash flow analysis reporting. Because each client situation is unique, the Anchin Private Client team is reinforced by organizational knowledge earned from a century of service to high-net worth clients. Solutions are enriched by a deep network of centers of influence and a firm-wide dedication to privacy and discretion. Our service offering includes:

  • Business Management
    • Payment of Bills and Vendor Liaison
    • Cash Flow Management and Forecasting
    • Payroll and Compliance for Domestic Employees
  • Integrated Financial Strategies
    • Coordination of Client Advisory Team
    • Net Worth and Cash Flow Analysis
    • Banking – Needs Assessment and Advisor Introductions
    • Financing – Structuring and Resource Introductions
  • Risk Management*
    • Life and Disability Insurance
    • Property and Casualty Insurance
    • Personal Security
    • Recordkeeping, Appraisal and Protection of Collectibles
  • Process, Technology and Internal Controls*
  • Internal Controls Review
  • Information Technology – Networking, System Integrity and Applications

*These services are provided in coordination with Anchin affiliates or third parties.

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