KatzAbosch has been serving high-net worth individuals and families for over 50 years.  When retained to advise a Family Office, our approach is to gain an understanding of the complete picture—both individual and family circumstances, goals and unique concerns.

Our Family Office service team includes certified personal financial specialists, CPAs, and valuation experts. They deliver a full array of services to help manage, create, grow, and protect family wealth.

Our services are flexible and scalable to the needs of each family with whom we work, whether large or small.

We can assist in the following areas:

  • Accounting & Reporting
  • Bill Paying & Budgeting
  • Estate, Gift & Trust Planning
  • Retirement
  • Succession Planning
  • Tax Planning & Compliance
  • Valuations

Our Family Office service team is committed to working closely with a family’s other advisors, including their attorney, investment adviser, and other trusted professionals.  We can also help assemble a team and coordinate efforts within the team.

We pride ourselves on our accessibility, thoroughness, and hands-on involvement to provide meaningful, insightful and proactive advice.

To learn more about how we can support your Family Office needs, please contact Lori Kirk or Mark Kelly below or Contact Us.

Primary Contact

Mark C. Kelly: Maryland CPA & PFS at KatzAbosch in Bel Air, MD

Primary Contact