What is a Family Office?

A family office can be described as an entity that supports the complex financial needs of a specific family group and acts as their “chief advisor.’ Many families find it necessary to simplify the increasing complexities of life. A family office coordinates and manages the flow of information between you and your lawyer, accountant, banker, investment representative, insurance agent, realtor and any other providers of family-specific services.

Donnell CPA Group offers a customized range of services to family members and business owners. Our office does not sell investments, insurance, or banking products, so we can provide you with 100% objectivity. Therefore, the choices made on your family’s behalf are unquestionably appropriate for your family.

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