MeredithCPAs Family Office Services are tailored to meet the unique needs of a high wealth family. Our services can be bundled or purchased separately.
Wealth and Tax Planning
Services include asset allocation analysis, investment management, cash flow and financial management, estate planning, trust administration, insurance placement and management, business management, succession planning, family meeting organization and facilitation, and foundation and charitable giving management.
Personal Accounting Services
Services include bill paying, accounting, domestic employee payroll management, medical insurance administration and other similar personal accounting services. These services are intended to represent an efficient, cost-effective alternative to the employment of personal secretaries or bookkeepers. Clients benefit from a highly personalized approach that reduces the administrative burdens of their lives.
Family Privacy Services – Protecting Your Family as well as Your Finances
Information theft is a growing concern in this computer age. Sophisticated rings of criminals can steal an individual’s identity and wreak havoc with one’s finances. You’ve likely heard the importance of destroying personal documents before throwing them away, but shredding the vast amount of credit card offers, banks statements, bills and account numbers is a never-ending process. If your daily mail is delivered to our office, we will shred any mail that you do not wish to have forwarded directly to you.
Further, we can monitor your incoming mail and take immediate action on urgent, priority or suspicious items. You will find this particularly helpful when traveling or otherwise engaged. Should you receive any legal, tax or insurance notice, we will immediately notify your appropriate advisors. We will contact the authorities should we detect any type of threat or implied risk to you and your family. With a dedicated office for the processing of correspondence, you are guaranteed a daily review and an appropriate, timely response.
The less you use your home address, the less you risk becoming a victim of crime, unwanted solicitations and extraneous demands on your time.
You can also download our Family Office Services Details PDF.