PCS FOR FAMILY OFFICES
 
PROVIDING A FULL RANGE OF SERVICES TAILORED EXCLUSIVELY TO THE MULTI-GENERATIONAL, AND OFTEN
INTERNATIONAL NEEDS OF FAMILY OFFICES.

Our dedicated Family Office Services team recognize the importance of confidentiality and have rigorous policies and procedures to protect client privacy and guard client information.

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Our accounting and personal bookkeeping services remove the burden of having to stay on top of essential paperwork and we can help to develop a personalized engagement plan that best meets your family’s needs. This includes integrating strategic planning and compliance services with the dynamics and structure of the family unit. Through our hands-on approach, we build long-lasting relationships with our family office clients, gaining a deep understanding of their goals and attending to all their financial needs. Combined with our technology and close Partner contact, this ensures that you will have access to our services at all times.

Our Services
Multi-Generational Strategic Planning
Asset Placement and Allocation
Brokerage Tracking, Bill Paying and Banking Functions
Preparing and Evaluating Personal Budgets
Household Staff Financial Management
Income, Gift, Estate and Generation Skipping Transfer Tax Planning and Compliance
Philanthropic Planning
Cross-Border Planning and International Tax Compliance
Private Foundation Tax Planning and Compliance

Lisa Osofsky | Partner
  212.375.6859
  Lisa.Osofsky@mazarsusa.com
  Detailed profile


Industry Insights
 

PCS FOR FAMILY OFFICES

 

PROVIDING A FULL RANGE OF SERVICES TAILORED EXCLUSIVELY TO THE MULTI-GENERATIONAL, AND OFTEN
INTERNATIONAL NEEDS OF FAMILY OFFICES.

Our dedicated Family Office Services team recognize the importance of confidentiality and have rigorous policies and procedures to protect client privacy and guard client information.

Our accounting and personal bookkeeping services remove the burden of having to stay on top of essential paperwork and we can help to develop a personalized engagement plan that best meets your family’s needs. This includes integrating strategic planning and compliance services with the dynamics and structure of the family unit. Through our hands-on approach, we build long-lasting relationships with our family office clients, gaining a deep understanding of their goals and attending to all their financial needs. Combined with our technology and close Partner contact, this ensures that you will have access to our services at all times.

Our Services
Multi-Generational Strategic Planning
Asset Placement and Allocation
Brokerage Tracking, Bill Paying and Banking Functions
Preparing and Evaluating Personal Budgets
Household Staff Financial Management
Income, Gift, Estate and Generation Skipping Transfer Tax Planning and Compliance
Philanthropic Planning
Cross-Border Planning and International Tax Compliance
Private Foundation Tax Planning and Compliance

Lisa Osofsky | Partner
  212.375.6859
  Lisa.Osofsky@mazarsusa.com
  Detailed profile


Industry Insights