Understanding the Unique Needs of Families and their Family Offices

CBIZ Tofias is committed to helping meet the precise needs of families and family office clients. As your partner, we can provide proactive accounting and tax consulting while working closely with investment managers, lawyers, insurance professionals, and others on your advisory team.

Specifically, we can:

• Develop family wealth transfer strategies
• Establish tax and estate plans
• Assist in setting up family offices
• Complete family office efficiency studies and provide thoughtful recommendations
• Deliver well-planned strategies for informational reporting, tax return preparation, tax consulting and charitable giving
• Assist in the selection of master custodians and internal financial personnel