Family Offices

Simplifying Your Life so That You Can Just Live it

Every family faces a unique blend of challenges, including but not limited to intergenerational conflicts, lack of financial or investment expertise, differing objectives, and intertwined family, individual and business needs. Mowery & Schoenfeld has the experience and objectivity to help you reconcile the challenges you face so that together we can set up and manage the best plan for the future of your family.

Specialized Services for Family Offices

Our professionals provide a comprehensive range of services to help you manage your family office, allowing it to timely and accurately meet the needs of its members, including:

  • Personal and family financial statement preparation
  • Administrative services such as formation, charter or agreement, organizational chart and functions
  • Accounting services including bookkeeping, reconciliation, cash flow monitoring, and bill payment
  • Budgeting and financial planning
  • Valuation services
  • Risk management advisory services
  • Real estate acquisition and sales
  • Dispute resolution
  • Mentoring and coaching for future generations

Helping Your Family Succeed

Mowery & Schoenfeld assumes a proactive approach to family office accounting and consulting. Our experienced professionals look at the big picture of your financial situation to understand its overall goals, and then go beyond traditional accounting and financial services to strategic planning for prosperity, longevity and growth. With decades of experience offering specialized services and support to affluent families, Mowery & Schoenfeld helps you make the informed decisions that strengthen your financial position and allow future generations to enjoy the legacy you built.

Contact Us

Primary Contacts

Related Professionals