Sophisticated Office Management for Family Owned Businesses

Our family office practice supports the financial needs of high net worth clients and multi-generation families. We work closely with families to develop a customized financial plan to fulfill current needs, anticipate family changes and achieve overall financial success.

What’s more, we are an independent, conflict-free accounting and advisory firm. In other words, we do not provide direct investment or legal advice, nor do we sell investment products, insurance, software or represent any vendor or manufacturer who does. This means our advice is objective and without incentive to any institution that results in a benefit to us. We maintain focus where we should — customized solutions for your business.

How we can help

  • Managing the administration and integration of legal and tax planning
  • Advising senior family members and/or boards of directors on business management issues
  • Managing and distributing cash
  • Consulting and managing family charitable philanthropic goals
  • Providing guidance as needed to younger generations
  • Organizing and mediating family financial discussions and conflicts
  • Preparing individual financial statements and asset record keeping
  • Providing consultation regarding internal controls and accounting procedures for offices with multiple business and investment entities
  • Wealth preservation and management

 

Practice Leaders

Theodore A. Wagner

Cleveland Managing Partner

Cindy H. Mitchell

Senior Manager

Akron Office



330.762.9785
Directions

Cleveland Office



216.373.2500
Directions

CONTACT US TODAY TO START DISCUSSING YOUR OPTIONS

 

Contact Us