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Family Office Services
When your family's interests have grown to a level of complexity that requires professional management, Kaufman, Rossin can help. As our relationships have evolved, we've learned what is important to each family, and expanded our services as their needs have changed.
Our family office services may include:
Planning
- Estate planning, including understanding and documenting tools already in place
- Succession planning
- Tax planning
- Bill payment
- Banking
- Cash flow and budgeting
- Document and record management
- Trust administration
- Foundation administration
- Monitor investment performance
- Monitor estate plan vehicles
- Monitor family business activities
- Produce summary reports
- Tax preparation
- Individual
- Business
- Trust
- Foundation
Contact Us:
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02.02.2012
Bilzin Sumberg and Kaufman, Rossin & Co. Participate In Habitat For Humanity Of Greater Miami Joint Team Build
Blain Heckaman Quoted -
01.27.2012
Alert : Business Identity Theft - What Every CFO and CEO Should Know
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01.26.2012
Kaufman, Rossin & Co. CPAs Named South Florida Legal Guide's Top CPAs
