Personal Tax Planning & Wealth Management

Family Office Services

Take charge of your family legacy. Aprio’s holistic approach to customized tax planning, estate planning, wealth management, consolidated reporting, and governance strategies is flexible and designed to grow with you, no matter how the dynamics or goals of your family change over time.

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Strategic planning.
Customized financial reporting.
Multigenerational wealth preservation.

Account for Anything™ with Aprio

To create a legacy that’s built to last, it’s important to look beyond the numbers and focus on what you and your family value most. Aprio’s specialized family office advisors can bring you peace of mind that your family’s values and wishes are reflected in your multigenerational wealth strategy.

Whether you’re focused on detailed financial reporting and consolidation, preserving assets, preparing the next generation, or making an impact through philanthropy, Aprio offers the confidentiality and flexibility you need every step of the way. Gain access to a team of highly experienced specialists — including accountants, wealth advisors, and attorneys — that will integrate seamlessly with your existing advisors and provide valuable insights on all aspects of your financial life.

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Our Focus Areas

When your family’s financial world grows more complex, Aprio provides clarity and control with services designed to help you protect your legacy:

Sophisticated Tax Planning

Leverage Aprio’s experience with family office tax structuring and restructuring, international tax planning, estate and succession planning, trust and gift planning, philanthropic planning, and more.
Consolidated Asset Management

Gain confidence with streamlined investment portfolio management, performance reporting, and a prescriptive, robust asset allocation strategy that reflects your family’s goals and priorities.
Streamlined Accounting & Financial Reporting

Aprio’s accounting and reporting platform lets you seamlessly monitor your family’s financial performance, while providing both standalone and consolidated multilevel entity financial statements.
Multigenerational Estate Planning

Our experienced team provides support as your situation evolves, offering clarity and family conflict minimization, asset protection, estate and gift tax efficiency, preservation of family wealth, and philanthropic impact.
Legal Counsel & Litigation
When family dynamics and legal complexities collide, Aprio Legal is here to guide you. We help individuals, families, and business owners protect assets, honor healthcare wishes, and preserve legacies. Our attorneys also advocate for beneficiaries, heirs, trustees, and executors.

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Family Office Resources

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Frequently Asked Questions

What are family office services and how do they work?

Family office services refer to a suite of personalized financial and administrative solutions designed to help high-net-worth individuals and families manage, grow, and protect their wealth across generations and entities.

Aprio’s family office services take a holistic, long-term view of a family’s wealth. Aprio’s specialists — including accountants, attorneys, and investment managers — can work with your family to create a unified, strategic approach to wealth preservation that reduces complexity and aligns all financial decisions with your family’s values and goals. Contact us today to learn more.

What makes Aprio’s family office advisory services different?

Aprio’s Family Office Services team integrates holistically across your family’s existing team of advisors to help provide the structure and top-notch services you need to achieve your long-term goals. Powered by decades of multidisciplinary finance, tax, accounting and legal experience, our family office advisors and services are grounded in strategic support and integrated advice that aims to preserve your family’s wealth for generations to come.

Who should consider a family office structure?

A family office is a strategic solution for individuals and families with substantial wealth and complex financial needs. Generally, those who should consider a family office structure include:

High-net-worth individuals and families with complex investment portfolios that manage diverse holdings, such as private businesses, real estate, global investments, or alternative assets
Families with multigenerational wealth goals that may include wealth preservation, legacy planning, and intergenerational education
Entrepreneurs and business owners preparing for an exit, succession, or sudden liquidity event
Philanthropically minded families looking to establish foundations, donor-advised funds, or other charitable vehicles
Ultra-high-net-worth individuals seeking privacy, independence, and personalization in their wealth and tax approach
Families looking to gain peace of mind and spend more time to spend doing things they love, like enjoying family, travel, leisure and community involvement

Can Aprio coordinate with my existing legal and financial advisors?

Yes! At Aprio, we embrace a multidisciplinary approach to family office management and advisory solutions. Our goal is to simplify your life as much as possible and proactively collaborate and coordinate with advisors you trust with your family’s legacy. Contact us today to learn more.

How can a family office help preserve multigenerational wealth?

A family office plays a critical role in helping high-net-worth families preserve and grow their wealth across generations by providing a strategic, centralized approach to managing financial, legal, and lifestyle needs, including:

Customized wealth planning, including tax optimization and investment strategy with an eye toward long-term security and legacy
Effective estate and succession planning across multiple generations
Financial education and stewardship for heirs and successors
Risk management to protect against market volatility, legal liabilities, and unexpected events that could jeopardize long-term wealth
Philanthropic planning and strategy for families who want their values reflected in their legacy
Family governance to keep all members informed, protected, and involved

How does Aprio support family governance and conflict resolution?

We provide our clients with hands-on, personal support in facilitating family meetings, communication, and conflict resolution to foster stronger, meaningful relationships and help facilitate a smooth transition between generations. Our team helps you establish clear wealth objectives that keep all family members and heirs on the same page. Contact us today to learn more.

Take charge of your family legacy.

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