Family Office

Daszkal Bolton LLP provides Family Office services for high net worth individuals, families and family groups in South Florida and across the country. Our team provides professional, coordinated administration of both your personal and financial interests of the family or family group. Many high net worth individuals and family groups have complex financial situations that require coordinated and comprehensive management. Through our proactive planning process we work closely with each client to understand their situation and develop customized solutions to address those needs.

Our Family Office Services Include:

Financial Support 

  • Personal Financial Statements
  • Bookkeeping
  • Banking and Credit Reconciliation
  • Business and Personal Bill Payment
  • Maintenance of Accounting and Tax Records
  • Coordinated Tax Compliance - Income, Gift, Trust
  • Risk Management
  • Insurance Review

Family Consultant 

  • Establish Family Goals and Objectives
  • Compensation Planning
  • Succession Planning
  • Wealth Preservation Techniques
  • Financial Structure

Generational Planning 

  • Asset Protection
  • Insurance Planning
  • Tax Planning Strategies
  • Coordination of Wealth Transfer Process
  • Trust & Estate Administration

Philanthropic Endeavors 

  • Foundation Administration
  • Program Assessment
  • Trust &  Foundation Establishment
  • Charitable Giving Strategies
  • Grant Evaluation