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.

This article explores a roadmap to estimating expected credit losses under the CECL framework and provides a step-by-step guide.

Speaking at a Dec. 5 event titled “Navigating the EconomicLandscape: Insights and Projections” at the CBIZ office in Kansas City, Mo, Rathbunexplored the complexities of the current economic environment, addressingcritical questions about the likelihood of a recession, the reality of a true softlanding and the plausible scenarios that could play out in the year ahead.

Statements of relief abounded as the IRS announced it wasdelaying – for the second consecutive year – the new $600 threshold forreporting payments by gig economy businesses and other online platforms.

Joanna Powell

Managing Director

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