OUR SERVICES

Family Office Services

High net-worth individuals and families have unique tax and investment concerns. We understand the urgent need for accurate and knowledgeable management in matters of wealth accumulation, asset protection strategies and diversification.

Personalized Support. Trusted Oversight. Seamless Tax Integration.

Managing the financial and administrative needs of high-net-worth individuals and families requires experience, precision, and discretion. At GPW, our Family Office Services are designed to simplify complexity through a holistic, CPA-led approach that aligns day-to-day financial management with long-term goals and tax strategy.

Comprehensive, Coordinated Support

Our team of seasoned CPAs offers end-to-end administrative and financial support tailored to each family’s unique needs. Services include:

Bill Pay & Accounts Payable
Streamlined handling of payments and vendor communications.
Banking & Deposits
Support with account activity and deposit management.
Reconciliation Services
Regular bank, investment, and credit card reconciliations.
Financial Reporting
Customized monthly, quarterly, or annual statements for better insight.
Cash Flow Updates & Projections
Forward-looking planning for cash needs and liquidity management.
Payroll Coordination
Setup and communication with payroll providers for household and personal staff.
Insurance Coordination
Evaluation and organization of adequate insurance coverage.
Vendor Management
Resolution of billing issues and relationship oversight.
Advisor & Attorney Collaboration
Coordination with your legal and financial teams to ensure alignment across all areas.
Workers’ Compensation Support
Guidance in managing workers’ comp coverage and compliance.
Investment Subscription Documentation
Assistance with completing subscription documents for private investments.
Forensic QuickBooks Accounting
Detailed analysis, cleanup, and maintenance of QuickBooks records.

Why Work with a CPA-Led Team?

At GPW, our CPA oversight brings more than just accounting knowledge – it delivers security, strategy, and structure:

Integrated Tax Planning
Real-time alignment between financial activity and tax outcomes.
Accuracy & Accountability
Built-in quality control from credentialed professionals.
Time Savings
Free up your time by delegating administrative complexity to our expert team.
Ethical Oversight
As a licensed CPA firm, we are held to the highest professional standards.
Holistic Visibility
Comprehensive coordination across financial, legal, and tax landscapes.

Let GPW simplify and streamline the financial operations of your family with a tailored solution built on trust, transparency, and tax-smart strategy.

Contact us to learn more about how our Family Office Services can support your family’s evolving needs.