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
- Personal Financial 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
Value Proposition
Daszkal Bolton LLP deploys a proactive planning approach which allows us to provide the highest level of service possible. Since each client is different it is critical for our professionals to understand your family objectives which will allows us to create the mix of solutions to best meet your needs. Through this Our team of seasoned financial professionals and certified public accountants will be able to offer the best guidance and advice for maintaining and proctecting your financial wealth.
Related Advisory Services
Family Office Contacts:
Daszkal Bolton LLP is South Florida's (FL) leading certified public accounting firm. Daszkal Bolton LLP provides audit, tax and consulting services to emerging and middle market private and public (SEC) companies in Miami, Fort Lauderdale, and West Palm Beach, Florida and Broward, Miami-Dade and Palm Beach Counties. Daszkal Bolton LLP has vast expertise and the resources to help your business expand locally, domestically and internationally.
Serving: South Florida (South Fl) Boca Raton, Sunrise, Jupiter, Fort Lauderdale, Miami, West Palm Beach, Pompano, Port St. Lucie, Deerfield, Boynton Beach , Delray Beach, Miramar, Coral Springs, Cooper City, Pembroke Pines, Tamarac, Coconut Creek, Weston, Miami Lakes, Palm Beach Gardens, Wellington, Hollywood, Plantation, Lauderhill
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