Services

ACCOUNTING SERVICES

  • Financial Statement Preparation
  • Budgeting and Reporting
  • Consolidated Reporting of Assets
  • Facilitation of Annual Tax Return Preparation

REAL ESTATE MANAGEMENT

  • Management of Receipts, Costs, Maintenance and Insurance
  • Proforma Analysis for Acquisitions and Sales
  • Historic Tax Credits

ADMINISTRATIVE SERVICES
FOR FAMILIES

  • Bill Payments
  • Records Retention
  • Management of Family and Business Structures

MANAGING SPECIFIC ASSETS

  • Aviation Assets
  • Automobiles
  • Art and Jewelry Collections

PHILANTHROPIC ADMINISTRATION

  • Organization of Donations
  • Management and Control of Charitable Projects
  • Setup and Administration of Charitable Entities