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It’s your family. It’s your business. We help you mind it.
The family office is a unique blend of personal, business, and investment activities that require diverse skills and resources to manage. We provide the objective and independent advice you need to navigate accounting and tax issues.Our team delivers expertise with professionalism and confidentiality. We are committed to helping you create, grow, and protect your business’ value for generations. Whether you’re looking to bolster your back office, build a solid foundation for the next generation of ownership, modernize your IT systems, or other ways to optimize your family office, we can help.
We care about you and place your family’s best interests at the fore.Our collaborative approach, within your office and across our firm, extends to your other advisors and is customized to meet your family’s specific needs. We offer clients:
- Proactive and responsive advice—We provide timely, reliable, and relevant information to help you make wise decisions for your family.
- Depth of experience—Our outsourced accounting, tax, and consulting services integrate seamlessly.
- Efficiency—We save you the time needed to hire, train, and supervise accounting employees.
Family office services:
See the Glossary for definitions of these metrics.
This information provided by BerryDunn
See the Glossary for definitions of these metrics.
This information provided by BerryDunn
See the Glossary for definitions of these metrics.
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Headquarters:
Portland Maine 04102
United States
Disclaimer: The listing of any firm in the Advisor directory, as well as any related profile, report, presentation or other information on this site, does not constitute a recommendation or endorsement by FOX of any firm listed therein, nor does it constitute any form of investment, legal or tax advice. The information contained in any profile, report presentation or other information regarding Advisors has been provided by such Advisor without independent verification by FOX. Accordingly, FOX makes no representation or warranty as to the accuracy or completeness of such information and assumes no liability for any inaccuracies or omissions therein. The “Leading Wealth Advisor” designation is not in any way based upon any client’s experience with, or endorsement of, such Leading Wealth Advisor.
