Family Office Services
Serving Family Offices and High Net Worth Individuals
Family offices and high net worth individuals have similar needs to small businesses. A well-designed family office consists of multiple services and advisors, including legal, investment, banking, tax strategy, and bookkeeping.
Accountable Resources brings our family office clients peace of mind to continue focusing on their expaning business endeavors and personal goals while knowing that their personal assets are being given the same excellent, technology enabled, team supported bookkeeping services as our multi-million dollar business clients.
We offer strategic bookkeeping that is tailored to meet the discreet needs of growing and established family offices and high net worth individuals. By implementing solutions like physical mail being converted to digital documents and then utilizing bill pay services, our team can help implement a more efficient way to pay bills for subcontractors, utilities, property taxes, and credit cards for your multiple properties. This results in detailed reporting that will make your tax accountant love us.
Our family office team provides an extra measure of confidentiality and attentiveness. We understand that most of our family office clients are running businesses as well as managing their personal investments, properties, and households. The stakes are higher and we love being part of your team.