Family Office Services

Family Office Services

Family playing together on the beach

Properly managing and overseeing your personal finances can be a full-time job in and of itself. With the demands on your time and resources, you need a dynamic strategy in place to manage your personal assets and wealth in a way that helps you achieve your short- and long-term objectives.

CBIZ family office services can help. We work closely with you to understand your unique needs in order to create a tailored, comprehensive strategy that addresses your challenges and opportunities. Our financial planning specialists assist with an array of functions to help control your costs, simplify your financial oversight and make it easier for you to manage your wealth. We leverage our experience and best practices working with a range of individuals, companies and industries in order to maximize and protect the value in your estate.

Your peace of mind is important to us, which is why our family office team strives to build trusting, lasting relationships with clients. Discover the ways we help clients meet their goals.

Family Office Solutions

  • Concierge Services: CBIZ family office services provides outsourcing or co-sourcing services to assist with bill pay, day-to-day cash flow, cost containment, household payroll administration, personal security and fiduciary support services. Our specialists can also help with the inventory and appraisal of valuables and domestic and international property oversight.
  • Income Tax Planning & Compliance: CBIZ tax specialists help with tax minimization strategies, technical research, tax return preparation and management of tax audits. Our team can also advise clients who want to create or already have private charitable foundations.
  • Personal Risk Management: Our team works with you to avoid potential pitfalls and losses. We develop a strategy to minimize your personal risk. Life insurance coverage and structure and business continuity planning also make up part of our personal risk management services.
  • Stock-Option Consulting: Whether you want to diversify your investments, plan for college funding or retirement, we can help you manage  and maximize your portfolio to achieve your goals and objectives.

Marc Minker

Managing Director

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Joanna Powell

Managing Director, CFP®, MST

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