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Family Office

With our suite of family office services, you can control your costs, simplify your financial oversight, and manage your assets more easily.

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Personalized Approach

Our suite of Family Office Services will keep you on track by:

Preparing customized financial statements, including cash flow analyses, income statements, balance sheets, and budgets
Managing household payroll services, including benefit administration and bill-paying
Assisting with related entity administration, such as partnerships, trusts, and charitable foundations
Reconciling investment portfolios
Assisting with bank, brokerage, and third-party cash and securities transfers and insurance reviews
Providing insurance services

Insights that Impact

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I Run an LLC. Can I Still Benefit from QSBS?

Can LLC owners benefit from QSBS? Learn when converting to a C corporation may help future stock qualify and why timing, structure and eligibility matter.

Article

Strategic Audit Defense Reduces Sales Tax Exposure

Learn how CBIZ successfully challenged sales tax audit assessments, reducing liability and helping close a longstanding audit.

Case Study

Navigating Net Operating Losses: The Strategic Advantage of the Loss Waiver Election for Consolidated Groups

Explore effective net operation loss strategies and Loss Waiver Election guidance for consolidated groups. Optimize tax benefits with CBIZ’s expert insights.

Article

Four Pending House Bills Could Affect Not-for-Profit Reporting, Political Activity, and Religious Organizations

Understand how pending not-for-profit bills could affect Form 990 reporting, political activity, and religious organizations in 2026.

Article

California SB 122’s Impact on Digital Products and Tax Credits

California SB 122 expands sales tax to certain digital products in 2027 and extends business tax credit limits through 2029, with new rules in 2030.

Article

Why Private Equity Firms are Turning to Pooled Employer Plans

Private equity firms found a smarter way to handle retirement plans across their portfolios. See how one model cuts risk, cost, and administrative strain.

Article

Managing Complex Tax Filings for a Chemical Company

See how CBIZ navigated complex multi-state tax filings for a chemical company, ensuring accurate K-1 updates and compliance across 40 states.

Case Study

Repairs vs. Improvements in Real Estate: Why Tax Treatment Matters

Learn how repairs vs. improvements affect real estate tax treatment, deductions, depreciation and cash flow under the IRS tangible property regulations.

Article

IRS Identifies Certain CRAT Transactions as Listed Transactions: What Taxpayers and Advisors Need to Know

IRS final regulations identify certain CRAT-SPIA arrangements as listed transactions, increasing disclosure obligations and compliance risks.

Article

You May Have QSBS and Not Realize It: Commonly Overlooked Scenarios

Think you don’t have QSBS? Many shareholders and business leaders overlook it in equity comp., gifts and bequests, and early investments.

Article

New Importer of Record Rules Could Reshape Customs and Tax Planning for Foreign Companies

New importer of record rules may raise customs, tax, transfer pricing, and nexus risks for foreign companies importing goods into the U.S.

Article

1031 Exchange Advanced Strategies: Managing Complex Transactions

Explore 1031 exchange advanced strategies, including related-party transactions, reverse exchanges, and planning considerations for investors.

Article

Massachusetts Budget Act Temporarily Decouples from Key Federal Business Tax Changes

Massachusetts temporarily decouples from key OBBBA business tax provisions, requiring some amended returns and changing state tax treatment.

Article

Pennsylvania Budget Delivers Few Tax Law Changes – but Local Sales Tax Sourcing Gets a Major Reset

Pennsylvania’s 2026-2027 budget includes limited tax changes, but a shift to local sales tax sourcing and key Philadelphia BIRT updates.

Article

What Cayman CRS and Draft Form W-9 Updates Mean for Compliance

Understand Cayman CRS updates and draft Form W-9 changes for 2026. Learn key compliance steps for Cayman entities, funds, and administrators.

Article

Engage Our Team

Our family office professionals are prepared to work with your team. Schedule a preliminary call to learn more about our approach and how we can help you with your goals.

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The OBBBA One Year Later
One year after the enactment of the One Big Beautiful Bill Act (OBBBA), taxpayers continue to navigate significant tax changes and evolving regulatory guidance.

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Family Office

Personalized Approach

Insights that Impact

I Run an LLC. Can I Still Benefit from QSBS?

Strategic Audit Defense Reduces Sales Tax Exposure

Navigating Net Operating Losses: The Strategic Advantage of the Loss Waiver Election for Consolidated Groups

Four Pending House Bills Could Affect Not-for-Profit Reporting, Political Activity, and Religious Organizations

California SB 122’s Impact on Digital Products and Tax Credits

Why Private Equity Firms are Turning to Pooled Employer Plans

Managing Complex Tax Filings for a Chemical Company

Repairs vs. Improvements in Real Estate: Why Tax Treatment Matters

IRS Identifies Certain CRAT Transactions as Listed Transactions: What Taxpayers and Advisors Need to Know

You May Have QSBS and Not Realize It: Commonly Overlooked Scenarios

New Importer of Record Rules Could Reshape Customs and Tax Planning for Foreign Companies

1031 Exchange Advanced Strategies: Managing Complex Transactions

Massachusetts Budget Act Temporarily Decouples from Key Federal Business Tax Changes

Pennsylvania Budget Delivers Few Tax Law Changes – but Local Sales Tax Sourcing Gets a Major Reset

What Cayman CRS and Draft Form W-9 Updates Mean for Compliance

Engage Our Team

Download NowThe OBBBA One Year LaterOne year after the enactment of the One Big Beautiful Bill Act (OBBBA), taxpayers continue to navigate significant tax changes and evolving regulatory guidance.

The OBBBA One Year Later

Download Now
The OBBBA One Year Later
One year after the enactment of the One Big Beautiful Bill Act (OBBBA), taxpayers continue to navigate significant tax changes and evolving regulatory guidance.