Family Office Advisor
Tax and Estate Services
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| Private Lending News |
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11/15/2010
A New Asset Class?The nation’s unprecedented housing distress has created new opportunities in the residential mortgage securities market. Residential mortgage investments have always been a component of diversified investment portfolios until now.[More] |
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Products and Services
How & Associates family office service was created to simplify the many complexities that significant wealth creates. We serve affluent families who desire timely access to relevant data and expert advice to assist them is achieving their financial and non-financial goals. Privacy and confidentiality are the cornerstones of our business. We are affiliated with the Family Office Exchange (FOX), the largest and most progressive association of Family Offices and Family Office Service Providers. Through FOX, our resources reach beyond southwest Florida and allow us to tap into the best minds and talent in the field.
ADMINISTRATION / ACCOUNTING / FINANCIAL
- Bill Payment/Receipt Collection
- Evaluate/update insurance
- Assist in large asset purchases, i.e. properties, autos
- Cash Flow Maintenance
- Maintain complete accounting and financial statements
- Manage banking and credit relationships
TAX
- Prepare tax returns
- Identify and implement tax savings strategies
- Manage IRS correspondence
- Evaluate updates to relevant tax law
- Prepare tax projections
ESTATE AND TRUST
- Evaluate and review estate plan
- Implement wealth transfer strategies
- Maintain proper asset titling
- Serve as trustee and maintain proper accountings
GOVERNING STRUCTURE AND EDUCATION OF FUTURE GENERATIONS
- Advise on how to set up governing structure of financial entities
- Educate additional generations to take over governing roles
- Advise on how to embody key values and principals in governing structure
- Focus on how to avoid shirtsleeves-to-shirtsleeves in three generations