Family Offices & Private Clients

Integrating the Technical Complexities of Wealth

Managing the diverse financial, philanthropic, and governance needs of a high-net-worth family is a full-time endeavor. As wealth grows, it often results in a fragmented landscape of several disconnected advisors. While your wealth manager handles investments and your attorney handles the law, a lack of tax and accounting coordination between these areas can result in missed opportunities and hidden risks.

We provide the objective, technical cohesion you expect. Creating a lasting legacy shouldn’t be a source of administrative stress. At Calvetti Ferguson, we ease the burden of organizing, evaluating, and monitoring your businesses and investments. We work as a collaborative partner alongside your other trusted advisors to provide a single, integrated platform that clarifies your vision and protects what you have built for generations.

Professionalized Oversight for the Family Enterprise

We offer a high-touch service model designed to handle the intricate accounting and tax challenges of private clients, ensuring your entire financial ecosystem is aligned.

Family Office Accounting & Administration

Professionalizing the day-to-day management of your family’s financial life allows you to focus on high-level decision-making.

• • • Family Office Accounting & GL: Providing institutional-grade general ledger accounting, cash flow management, and financial reporting for family entities.

    • Outsourced Business Services: Managing the accounting and bill-pay requirements of your private enterprises and investment vehicles.

    • Entity Structuring: Analyzing and monitoring the optimal legal and tax structures for your investments to mitigate risk and maximize efficiency.

Legacy, Tax & Estate Planning

We bridge the gap between your current financial position and the future you want to create for your family and community.

• • • Estate, Tax & Financial Planning: Crafting comprehensive strategies that align your personal tax profile with your long-term wealth transfer goals.

    • Succession Planning: Strategizing for the future leadership of family-owned businesses to ensure a smooth transition of both assets and values.

    • Family Gift & Legacy Planning: Developing structured plans for wealth transfer that prepare the next generation for their future responsibilities.

Philanthropy & Family Governance

Wealth is often a tool for broader impact. We help you professionalize your giving and your family’s internal communication.

• • • Strategic Philanthropic Development: Transforming charitable intent into a structured plan, including charitable gift planning and private foundation support.

    • Client Education & Family Meetings: Facilitating meetings to educate family members on financial stewardship, governance, and the family mission.

A Collaborative Approach to Private Wealth

We understand that you likely have existing, trusted relationships with wealth managers and legal counsel. We do not seek to replace them; we seek to empower them with better data and tax precision.

• For New Single-Family Offices: We help you establish the foundational accounting and governance processes required to professionalize your operations.

• For Established Multi-Family Offices: We provide specialized technical support for more complicated requirements, including multi-generational tax and estate issues.

• For Business Owners & Entrepreneurs: We offer a personalized approach to wealth management for those ready to clarify their vision and “make their mark.”

Ready to Clarify Your Family’s Vision?

Don’t let the complexity of your wealth fragment your focus. Let’s build the integrated strategy that your legacy deserves.

A Note on Wealth Advisory: For clients seeking personalized wealth management, our affiliate, CF Financial LLC, offers bespoke wealth advisory services designed specifically for business owners and entrepreneurs. We are happy to coordinate with your current advisor or introduce you to our affiliate team based on your needs.

Contact Our Team