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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View All Insights
The IRS Is Raising the Bar on R&D Credits: Are You Ready for Schedule G?
The IRS Is Raising the Bar on R&D Credits: Are You Ready for Schedule G?

Prepare for mandatory IRS Schedule G reporting and learn how new R&D tax credit requirements could affect documentation and compliance.

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Article
Reevaluate Every Asset’s Role in the 2027 Portfolio
Reevaluate Every Asset’s Role in the 2027 Portfolio

Refinance deadlines may force tough portfolio decisions in 2027. Learn how a valuation-led review can help real estate leaders assess each asset’s role, risk and future value.

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Article
The Sales Tax Automation Myth in Private Equity
The Sales Tax Automation Myth in Private Equity

Sales tax in private equity gets more complex after acquisitions. See how automation and tax oversight can support compliance.

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Article
SEC Risk Alert Highlights Gaps in Adviser Annual Compliance Reviews
SEC Risk Alert Highlights Gaps in Adviser Annual Compliance Reviews

SEC risk alert findings reveal gaps in adviser annual compliance reviews. Learn six focus areas to strengthen documentation and exam readiness.

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Article
Limited Partner Exception to Self-Employment Tax Remains Unclear
Limited Partner Exception to Self-Employment Tax Remains Unclear

Learn what the Fifth Circuit had to say about the limited partner exception, and what PE and VC capital firms should consider after the recent ruling.

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Article
2027 Outlook: Build Resilience Into Portfolio Returns
2027 Outlook: Build Resilience Into Portfolio Returns

Learn how a resilient real estate portfolio can protect cash flow, reduce volatility, and support stronger long-term returns.

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Article
Gifts From Covered Expatriates: Could Form 708 Trigger a 40% Tax?
Gifts From Covered Expatriates: Could Form 708 Trigger a 40% Tax?

Learn how new Form 708 rules may impose a 40% tax on U.S. recipients of certain gifts and bequests from covered expats beginning in 2025.

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Article
Massachusetts Appeals Court Affirms Manufacturing Corporation Classification in Skechers Case
Massachusetts Appeals Court Affirms Manufacturing Corporation Classification in Skechers Case

Massachusetts Appeals Court ruled footwear company qualified as a manufacturing corporation, affecting prior-year corporate excise tax positions.

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Article
Is Your Real Estate Portfolio Ready to Refinance in 2027?
Is Your Real Estate Portfolio Ready to Refinance in 2027?

Explore real estate portfolio refinancing as a strategy to address equity gaps, manage risk, and align debt with your investment goals.

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Article
U.S. Manufacturers Have New Opportunities to Access Growth Capital
U.S. Manufacturers Have New Opportunities to Access Growth Capital

Learn how new SBA financing programs can help Connecticut manufacturers access growth capital, improve cash flow, and invest in growth.

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Article
Cost Segregation Unlocks $23M First-Year Deduction
Cost Segregation Unlocks $23M First-Year Deduction

Accelerated depreciation cut taxable income and boosted cash flow for a $90M multifamily development. See how cost segregation delivered.

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Case Study
Developer Unlocks $10M+ in Tax Deductions
Developer Unlocks $10M+ in Tax Deductions

See how a CBIZ depreciation lookback study helped a real estate developer recover more than $10 million in accelerated depreciation deductions

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Case Study
$5M in Tax Savings Through Cost Segregation
$5M in Tax Savings Through Cost Segregation

See how CBIZ’s cost segregation strategy helped a national REIT unlock $5M in tax savings and improve cash flow across current and future deals.

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Case Study
QSBS Planning Remains Complicated
QSBS Planning Remains Complicated

Qualified Small Business Stock rules changed under the OBBBA. Learn how new QSBS benefits, holding periods, and tax planning opportunities may apply.

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Article
Real Estate NOI in 2027: Build Cash Flow That Holds Up
Real Estate NOI in 2027: Build Cash Flow That Holds Up

Explore real estate portfolio refinancing as a strategy to address equity gaps, manage risk, and align debt with your investment goals.

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Article

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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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