Upload
Family Office Structuring
For families that have the right set of facts and a business purpose, Accurate Family Office has deep knowledge and experience in structuring, implementing and managing their family office as a for profit trade or business using a management company and investment partnerships for tax efficiency. We have worked with emerging entities to well-established family offices.
Services
Review existing structure
Consider tax characteristics – current and projected
Provide insight on alternatives
Generate analysis to compare and contrast
Coordinate with team of legal/tax professionals to vet ideas
Discuss implications around governance and ownership
Assist with implementation
Provide reporting and administration to support structure
Tell Us About You
Let us demonstrate how we can add value
Let’s get started together! Reach out today to see how Accurate Advisory Group can help provide specific solutions for you exact financial situation. Getting started is easy! Just fill out the form below and one of our trusted team will be in contact with you!
