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
