Family Office Services

At Wright Ford Young & Co. we have specialists to help serve your family. We understand that you need to do what you do best every day; and that time is your most valuable commodity. We are uniquely positioned to meet the needs of your family’s financial situation, with a team of professional advisors with the experience and connections to support the administration. Let us show you the benefit of using our business consulting and reporting services, strategizing with our tax specialists, utilizing our expert estate and trust services, or just getting out from under some of the day-to-day office burdens.

Families can benefit from family office services that produce accurate and timely financial information. You have worked hard to build a dynasty, now let us help to execute your vision. Our firm knows how to identify opportunities and potential exposures as part of a holistic approach, not just taxes and audits. You know the CPA industry for our commitment and discretion, but let us show you how the future of our industry will guide the wealth of an entire family for generations.

Our Services

Which are catered to family offices include, but are not limited to:

  • Audit & Accounting
  • Tax Consulting & Compliance
  • Multi-State Tax Planning
  • Due Diligence for Sales or Acquisitions
  • Succession Planning
  • Trust Accounting
  • Personal Financial Consulting
  • Cash Flow and Budgeting
  • Bill Payment
  • Quality Controls
  • Independent Assessments
  • Public Charity & Private Foundation Consulting and Administration

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