Business Tax Services

Family Office Services

As a trusted advisor to family offices, FLSV provides a broad spectrum of personalized accounting services tailored to each client’s needs. Our goal is to reduce the amount of time you spend on managing day-to-day personal finances and to reduce the cost and administrative burden of hiring an internal accounting staff to service your family office.

We provide a best-in-class family office accounting software solution to consolidate your investments and provide you with customized financial statements. We also provide a comprehensive suite of tax and advisory services available to your family office.

Tax Services

  • Tax planning and structuring
  • Tax compliance
  • Trusts, estate, and gift tax planning
  • Mergers and acquisition
  • Inbound/outbound cross border tax disclosure and reporting
  • Investment portfolio tax planning
  • Charitable deduction planning

Accounting Services

  • Personal and investment accounting and reporting
  • Bill pay services
  • Cash flow management and forecasting
  • Quarterly/annual investment performance reporting
  • Financial reporting
  • Property (e.g., real estate, aircraft, watercraft) financial management reporting
  • Assistance with payroll/benefits administration
  • Recordkeeping assistance

Advisory Services

  • Mergers and acquisitions
  • Business start-up planning
  • Business succession planning
  • Wealth planning

Contact Us

Garden City Office 1475 Franklin Avenue, Garden City, NY 11530 (516) 874-8800
West Palm Beach Office 777 S. Flagler Drive, East Tower, Suite 225
West Palm Beach, FL 33401
(561) 567-7900
Seattle Office Affiliated Office: Seattle, WA (206) 275-4600