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Family Office and Private Accounting
Whether you are establishing your Family Office or would like a review of your existing structure, you can count on us to deliver the in-depth experience and breadth of skills you need across multiple industries and geographies to address your complex accounting and tax structures. We can conduct operational reviews, internal control assessments, provide specialized accounting services relative to family limited partnerships, aircraft ownership and leasing, foundations and charitable entities, hedge funds, construction projects and closely-held businesses. Here is a brief PowerPoint on Family Office organization. Hope you get a couple of new ideas from it. Download my whitepaper on multinational tax issues for privately-held corporations. Some regulations have changed and new strategies will be needed going forward. 
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Lawrence Gitlitz, CPA |
Family Office and Private Accounting Record retention and document management standards and procedures Trust, gift, estate, and family foundation compliance and planning Coordination of multigenerational family goals New information about Family business tax preparation and planning Strategies for freeing up resources Avoiding the cost of chasing technology in your family office environment |
