Family Office Tax Services
Family Office Experience
Family offices face unique challenges as a result of complex financial structures and significant assets. Family office tax services aim to assist families in safeguarding and increasing their wealth while reducing tax burdens and handling potential risks effectively. Here at Calvetti Ferguson, we can help guide you through these challenges.
Calvetti Ferguson offers clients a full scope of family office tax services, including tax compliance, gift tax assistance, income and estate planning, and philanthropy strategies. A good relationship between the client and advisors in the family office industry is key. Our team focuses on solid communication and an efficient approach to promptly getting things done, which is crucial in helping families with their tax needs.
We listen carefully to understand each family’s unique financial goals, ensuring tailored tax services. Open lines of communication keep clients informed about tax strategies and potential law changes with a proactive approach. With Calvetti Ferguson as your partner, you can navigate family office taxes confidently while receiving exceptional service.
Contact us
Calvetti Ferguson works with middle-market companies, private equity firms, and high-net-worth individuals across the country. Regardless of the complexity of the compliance, assurance, advisory, or accounting need, our team is ready to help you. Please complete the form below, and we will follow up with you shortly.