San Antonio Family Office Expertise
Setting Up San Antonio Family Offices for Success
As a family’s wealth grows and needs change, it often becomes necessary to retain several advisors to help address issues and to develop a plan for achieving short and long-term financial goals. While effective for some, the approach often lacks overall integration and coordination between each area, resulting in missed opportunities. For this reason, many establish a family office to optimize, manage, and coordinate the family’s unique needs and values.
The family office sector has grown by 38% globally in the last five years with prominent trends such as portfolio diversification, dedicated sustainability and philanthropic efforts, and strategic technological investments. San Antonio is home to a thriving community of family offices with deep ties to industries like real estate, healthcare, and energy. The city’s family office market benefits from Texas’ favorable tax policies and growing economic base, making it an attractive location for single-family and multi-family offices seeking a more cost-effective alternative to larger cities.
As a local expert, Calvetti Ferguson offers a unique understanding of the regional economy and its opportunities for family wealth management. From comprehensive financial planning and wealth management to family governance, risk management, and ongoing accounting services, including monthly bill payment, we offer complete support for all your family office needs.
San Antonio Family Office Experience
We work with dozens of family offices in San Antonio and across the United States, managing the needs of a new single-family office to multi-family offices with more complicated requirements. Our commitment to personalized service ensures that each family office, whether newly established or highly complex, benefits from customized financial planning and investment management solutions tailored to their unique needs. Our expertise spans across our service lines, including specific experience like:
- Accounting services for a limited partnership
- Accounting support and tax consulting for a family trust
- Audits for multiple entities under a family office management consultancy
- Business valuation for a family-owned ranch
- Income tax return for a bypass trust
- Technology services to analyze the security of an existing platform for a family office
- Trust and estate tax planning for a charitable trust
Accounting
Advisory
Tax
Contact Our San Antonio Team
Calvetti Ferguson provides accounting, advisory, assurance, risk advisory, and tax services to family offices across San Antonio. If you are interested in learning about how our organization can assist, complete the form below and a team member will reach out promptly.
About San Antonio, Texas
The business community in San Antonio, Texas, is a dynamic and thriving ecosystem that plays a crucial role in the city’s economic growth and prosperity. Known for its diverse industries and entrepreneurial spirit, San Antonio offers a fertile ground for businesses of all sizes and sectors.
San Antonio’s business community is characterized by a strong sense of collaboration and support. Local organizations, such as the San Antonio Chamber of Commerce and various industry-specific associations, actively work to foster connections and provide resources for businesses to thrive. These networks offer networking events, educational programs, and advocacy initiatives, creating an environment that encourages innovation and success.