Overview
Tailored Accounting, Financial Reporting, and Holistic Advisory for Family Offices
To create a legacy built to last, it’s important to look beyond the numbers and focus on what you and your family value most. Aprio’s elite family office advisory team can help you find peace of mind so your values and wishes are reflected in your family’s multigenerational wealth strategy.
Whether you are focused on detailed financial reporting and consolidation, preserving assets, preparing the next generation, or making an impact through philanthropy, we are here to guide you every step of the way. Gain access to a team of highly experienced professionals — including accountants, investment advisors, and attorneys — who can provide tailored guidance on all aspects of your financial life.
Who We Serve
Supporting the Complex Needs of Your Family's Multigenerational Wealth and Legacy
From full-scale infrastructure to strategic advisory, Aprio helps family office grow, govern, and protect multigenerational wealth.
Virtual/Outsourced
Family Office
Multi-Family Office
Single-Family Office
How We Help
Secure, Grow, and Transition Family Wealth
When your family’s financial world grows more complex, Aprio helps bring clarity, control and simplicity. From wealth preservation to family governance, our family office services are designed to help you protect your legacy.
for family offices
management
accounting and financial reporting
estate planning
Why Aprio
More Than Advisors. Partners for the Next Generation.
Your family’s focus, our future. At Aprio, we recognize that every family office is different and has specific needs and goals for the future. That’s why our family office management approach is flexible and tailored to grow with you, no matter how the dynamics or goals of your family change over time.
Customization
Collaboration
Confidentiality
Leadership
Dedicated and Experienced Leaders in Advising Multigenerational Families
Aprio delivers the technical experience, thought leadership, and innovation you would expect from a large global provider, with a more attentive client experience by senior-level team members.
Frequently Asked Questions
* Assurance, attest, and audit services provided by Aprio, LLP.
“Aprio" is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC (and its subsidiaries), provide professional services. LLP and Advisory (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. LLP is a licensed independent CPA firm that provides attest services, and Advisory and its subsidiaries provide tax and business consulting services. Advisory and its subsidiaries are not licensed CPA firms.
Investment advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
APRIO, the Aprio pentagonal pinwheel logo and “PASSIONATE FOR WHAT’S NEXT”, are registered marks of Aprio Advisory Group, LLC. Aprio Advisory Group, LLC © 2024. All rights reserved.