San Diego Certified Public Accounting Firm Since 1983

Contact Us 619.282.7366

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Family Office 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.

The experienced staff at GPW provides comprehensive, “do-it-all” services in this specialized area – from conducting tax and investment reviews to generating net-worth personal financial statements. We also provide our valued clients with cash-flow updates and projections.

Whatever services you or your family need, our objective is the same: To help you achieve your long-term financial goals in a proactive manner.