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:
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.
Each family has its own set of unique issues, and each family wants to delegate some or all of these matters.
Living a life with wealth comes with many opportunities and the ability to experience some of the greatest pleasures and passions that the world has to offer. Behind the scenes, however, the financial and administrational challenges faced by high-net-worth families mean that a considerable amount of their time can end up being spent on managing the day-to-day, coordinating a myriad of advisors, and, in many cases, facing inter-generational challenges.
To learn more about how we can support your Family Office needs, please contact Lori Kirk or Mark Kelly below or Contact Us.