Family Office Services

Family Office Services

Family Office Services

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 work closely with you to understand your unique needs in order to create a tailored, comprehensive strategy that addresses your challenges and opportunities. Our team assists with an array of functions to help control your costs, simplify your financial oversight and make it easier for you to manage your wealth. 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: Receive 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: Enlist our team for tax minimization strategies, technical research, tax return preparation and management of tax audits. We also advise clients who want to create or already have private charitable foundations.
  • Personal Risk Management: 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: Manage and maximize your portfolio to achieve your goals and objectives.

The 2024 Dirty Dozen list is full of taxpayer warnings, most of which alert taxpayers to multiple types of scams attempting to steal taxpayers’ money or falsely lowering taxes, including suspicious online advice to charitable remainder annuity trusts and fake charities exploiting taxpayer generosity.

On March 6, 2024, the IRS published an updated version of the Form W-9 ("Request for Taxpayer Identification Number and Certification"). Accompanying instructions were released several days later. This is the final version of the draft "Form W-9 (Rev. October 2023)" which was released in July and expected to become final in October 2023. The last time the IRS issued a newly revised Form W-9 was in 2018.

Here are three initial steps to get started on your businesssuccession journey.

Joanna Powell

Managing Director

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