Household Foundation
For 1 to 3 entities. The household gets a close, a ledger, and a cash picture it can actually use.
- Monthly close
- Household general ledger
- Bill-pay oversight
- Cash report
- 1040 coordination
Four offers. No catalogue of fees.
Scope is set in a paid diagnostic. The work below is the menu, not a rate card.
Family Office CAS
For 3 or more entities. Multi-entity books, a family package, and a vault for the file the advisors all need.
- Multi-entity books
- Family reporting package
- Estimates
- Advisor coordination
- Document vault
Tax Planning
The annual tax map, entity and trust planning with your counsel, estimates, and return review or prep.
- Annual tax map
- Entity and trust planning with counsel
- Estimates
- Return review and prep
Project / Event
A sale, a gift, a cleanup, a new office. Scoped, then billed as a fixed fee.
- Sale or liquidity event
- Gift or wealth transfer support
- Books cleanup
- Standing up a new office