Family Office Accounting
Trusted Family Office Services
Shahen Derderian & Associates (SDA) offers family office accounting services to help successful individuals manage their family’s complex financial interests. From coordinating and overseeing your relationships with banks to planning the succession of your assets, we can simplify your family’s financial life, help ensure that your wealth is there to support your family in the future, and plan for the smooth transition of your estate.
Our team can help you establish investment strategies, address complex inheritance issues, create trust funds, form limited partnerships and family foundations –– even educate heirs about financial management. Having an experienced CPA oversee these matters is an easy way to make life less stressful.
Our complete range of family office services include but are not limited to the following:
- Accounting and Reporting
- Investment Oversight
- Estate and Succession Planning
- Tax Planning and Compliance
- Risk Management
- Administrative Services
- Bill Payment and Booking, Including Domestic Staff
Approach the Future With Confidence
Our family office services can reduce the complexity of daily financial management, help ensure that your estate retains value, structure and oversee the succession of your estate, and more. With us serving as your trusted financial manager, you can have more present peace of mind and approach the financial future with confidence.
For more information about how our firm’s family office services can help simplify and manage your financial management needs, please contact us today to schedule a consultation.