Family Office Accounting 2021-07-13T10:17:52+09:30

Family Office Accounting

Businesses are run by families

Most Small Businesses are run by families, and their extended members. A family office is a privately held company or trust that handles the accounting, trading, investment and wealth management for a family, generally one with over $3 million in investable assets, with the goal being to effectively grow and transfer wealth across generations. A Family Office operates just like, a company, with officers and a support staff. Officers are compensated per their arrangement with the family, usually with incentives based on the profits or capital gains generated by the office.

National Accounts understand that every family is different so we provide tailored advice to establish and operate your family office and grow and preserve your wealth. We have experience assisting and working with Family Office Clients, undertaking the following tasks:

  • Assisting with Corporate finance
  • Reviewing and assisting with Corporate governance, regulatory & compliance advice
  • Tax Planning, Structuring and Advice for the Family
  • Financial modelling and risk management
  • Cyber Security
  • Trusts, Partnerships and joint ventures
  • Personal tax and structuring advice
  • Small business accounting, book keeping and payroll
  • Internal audit / health checks

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