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Family Office

Consider it done.

Increasingly, families are discovering that although their wealth brings many luxuries, it also brings new challenges and responsibilities. This can take time and attention away from other businesses, personal or philanthropic endeavors.

Brian H. Rosenberg, CPA, has worked with numerous high net worth families, providing a vast array of services. We take the time to know each family and their financial goals. Then, we create a unique, specific catalogue of services to support and if needed implement a comprehensive family office plan.

Accounting & Bookkeeping

Manage & Pay Bills

Prepare Financial Statements

Property Management

Organizing Mail

Independent Review of Insurance & Investment Strategies

Bank Account Reconciliations

Budgeting & Cash Management

Tax Planning & Compliance

Family CFO

Retirement Planning

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