Skip to main content
Services tax

Family Office Accounting & Tax Support

Providing services that keep your financial life organized so you can focus on other pursuits.

Establishing and operating a family office requires careful analysis and planning to properly manage, protect, and grow a family’s wealth. As the trusted advisor to many high-net-worth families in the United States, we provide customized management and administration of a family’s financial affairs.

At EEPB, we apply our depth and breadth of knowledge in delivering a range of Family Office services to meet the need of affluent families today and in the future. To that point, we will also educate the next generation on the family’s wealth and legacy.

Our services include:

Fiduciary management

Trust and estate management

Tax compliance and planning

Management of philanthropic efforts

Administrative services such as bill payment and budgeting

Contact an Expert

Cookies Banner

We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies.