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Family Office Services

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Armanino has the right people and the right capabilities to help you stop worrying and start focusing on you, your family and the life you want to create.

Our Approach


Every family has a unique set of needs that can change very quickly, and our Family Office specialists take the time to really get to know you and your family’s specific goals and challenges. As part of this highly personalized approach, we offer a flexible range of services that can be customized to meet your daily and ongoing needs. Our services create a tight-knit foundation built to assure your wealth and values will transfer on to the next generation in an organized way.

Armanino has more than 35 years of experience advising families similar to yours on how to manage their day-to-day financial, investment and family concerns. Our team of qualified experts can assist you and your family with:

Personal CFO

  • Managing your day-to-day finances and payroll
  • Investment accounting, reconciliation and analysis
  • Budgeting, record keeping, tax planning and cash flow management
  • Overseeing wealth managers, estate planners and other trusted advisors
  • Centralized document storage

Business Structuring

  • Determining what type of business structure to create
  • Financially forming, growing or dissolving your business
  • Reducing your business’s tax rate

Household Management

  • Managing payroll of household staff and tracking of independent contractors
  • Paying your bills, banking, handling your budget and cash flow analysis
  • Managing collectibles, luxury goods and vehicle ownership
  • Purchasing and financing major assets

Strategic Philanthropy

  • Developing a strategic charitable giving plan to pass from generation to generation
  • Creating a philanthropic avenue to carry on your values and legacy
  • Implementing charitable giving and getting the whole family involved
  • Establishing foundations and trusts
  • Providing education for you and your family

Legacy Planning

  • Educating your family on finances and investments
  • Developing a strategic plan to preserve your family legacy and tell your story
  • Transferring your wealth to your family in a way that protects their well-being
  • Establishing clear roles and responsibilities for you and your family

Wealth Preservation

  • Protecting your assets from creditors and other third-party collectors
  • Reducing your exposure to income and estate taxes
  • Working with your other trusted advisors to develop a protection strategy

We also offer our clients a comprehensive document tune-up, in which we compile all important accounts, documents and relationships associated with the running of a family organization and assess them for maximum effectiveness.

Client Stories

Here are some of the ways we have assisted our clients:

Client Renovates New Home

Client Stuck Overseas


Forming a Family Office

If you can relate to the five statements below, it might be time for your family to consider setting up a family office:

  1. Too Many “Go-To” Advisors: You receive countless emails, phone calls and communications from your trusted legal, financial and investment advisors. You’re starting to become overwhelmed.
  2. Financial Chaos: You have numerous bills, file folders, stacks of paper, jammed office drawers and multiple household employees. It’s becoming a real struggle to keep track of everything. You need help with your tax payments and filings, insurance renewals and coverage assessments, capital calls and commitments and collectibles management.
  3. Professional vs. Personal: You trust your employees and you allow them to help manage portions of your personal life, giving them access to your finances and personal net worth, but haven’t done anything to protect yourself against unauthorized use of this access.
  4. Trustworthy Decisions: You have a number of trusts created to protect your wealth, but you’re unsure if your trustees are aware of the responsibilities and requirements needed to fulfill their fiduciary duties.
  5. Family Education: As your family matures, you want your spouse and the next generation to become actively involved in learning how you manage your wealth, but you’re not sure where to begin.

We provide our clients with integrated family office services tailored to meet their needs and the needs of their families. Contact us to learn more about how we can help you simplify your life and continue to build your legacy.


Family Office Services—Not Just for the Ultra-Wealthy

Until recently, only families with assets of $100 Million or more were able to have family offices. Now families with assets significantly under that amount can access these services.

Planning for College Tuition

Even though tuition levels have changed, one piece of advice remains the same 40 years later: start thinking about your child’s college education costs before your child starts preschool.

Planning Around Property Tax Reassessments

Giving your real estate to a family member will trigger a property tax reassessment. Fortunately, there are ways to plan around this to avoid or minimize reassessment.

Uses of Life Insurance in Estate Planning

Life insurance has many uses during the course of planning for one’s demise. A popular method of owning a policy for estate tax purposes is through an Irrevocable Life Insurance Trust.

Payment Solutions for the Illiquid Estate

Failure to plan for the death of a family business owner can create stress on finances. However, there are various ways to handle payment of the estate tax without selling the business.