Family Office Services
When wealth spans generations, entities and advisors, someone needs to see all of it. We act as your family's trusted advisor, coordinating tax strategy, compliance and reporting across every household, trust and business.
One advisor. The whole family picture.
Families with significant wealth often have many returns, several entities and a team of advisors who rarely talk to each other. Important opportunities fall between the cracks.
We become the hub: we keep a single view of the family's tax position, coordinate with attorneys and wealth managers, and make sure every member and entity is planning in the same direction.
Recognize two or more? A free call is a good next step.
Every lever, coordinated.
The specific strategies depend on your situation. Here is what this engagement typically covers.
Consolidated tax planning
A single strategy across family members, entities and trusts.
Family tax calendar
Every filing, estimate and deadline, for every entity, in one place.
Entity & trust compliance
Partnership, LLC, trust and individual returns prepared together.
Advisor coordination
Working directly with your attorneys, wealth managers and insurance advisors.
Philanthropic planning
Family giving strategies, donor-advised funds and charitable vehicles.
Next-generation guidance
Helping younger family members understand taxes, trusts and responsibility.
From first call to a written plan.
A simple, structured start, then a relationship that keeps working for you all year.
Book a free call
We'll learn about your goals, your income and the decisions ahead.
Deep-dive review
Share prior returns through the secure portal. We look for opportunities and risks.
Strategy & roadmap
A clear written plan with projections, recommended moves and deadlines.
Implement & monitor
We help put the plan in motion, then keep it current all year.
Built for the clients we know best.
We focus on a few client groups so we can go deep on the issues each one faces.
Family office services for families in Orange County and across the West Coast.
The families we serve often span several places: a primary home in Orange County or Lake Oswego, children in Bellevue or San Francisco, and business or property interests in more than one state.
From our Portland office we coordinate every household, trust and entity, working online with family members and advisors wherever they are.
Multi-generational families coordinating California residency, trusts and business interests.
Family businesses and real estate held across Oregon entities and trusts.
Next-generation family members with their own equity compensation and returns.
Common questions.
Every situation is different. A free call is the fastest way to get a straight answer.
Do we need a formal family office to work with you?
No. Many families we serve don't have a formal family office. They simply need one trusted advisor coordinating taxes across several people and entities.
What does coordination with our other advisors look like?
With your permission, we share projections and plans with your attorney and wealth manager, join planning meetings and make sure decisions are made with the tax impact understood.
Can you handle returns for every family member and entity?
Yes. We can prepare individual, trust, partnership and other entity returns so everything is consistent and on schedule.
How do we get started?
Book a free call. We'll learn about your family's structure and goals, then suggest how a family office engagement could work for you.
Do you provide family office services in Orange County?
Yes. Orange County families are an important part of our family office work, alongside families in Lake Oswego, Bellevue and San Francisco. We coordinate tax planning and compliance for every family member and entity, mostly online.
Explore more ways we help.
Your taxes are decided now, not in March.
Let's build your plan while there's still time to use it.