PCS for Family Office

Our dedicated Family Office Services team provides a full range of services tailored exclusively to the multi-generational, and often international, needs of family offices. This includes integrating strategic planning and compliance services with the dynamics and structure of the family unit. We recognize the importance of confidentiality and our rigorous policies and procedures protect client privacy and guard client information. 

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 of 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 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

Our services include:

• Multi-generational strategic planning 
• Asset placement and allocation 
• Brokerage tracking, bill paying and banking functions 
• Preparing and evaluating personal budgets 
• Managing household staff 
• Income, gift, estate and generation skipping transfer tax planning and compliance 
• Philanthropic planning 
• Cross-border planning and international tax compliance

    Mazars USA > Industries > Private Client Services > PCS for Family Office
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