A wise investment: Better management of your family’s finances and business affairs.

Family Office Solutions

Family Office Solutions

A strategic blend of business and individual tax, financial, and business solutions, single Family Office (SFO) solutions set up high-net worth families with easy day-to-day management of their financial affairs to ease the burden of their administrative responsibilities. This exclusive grouping of services calls for your business advisor, financial advisor, tax advisor, real estate contacts, attorney, and banker to work together in achieving your family’s goals, pursuing opportunities, preserving a legacy, and carrying out your philanthropic missions.

Similar to a hired CFO, but with six decades of experience in individual and business taxation, Alloy Silverstein’s professionals are prepared to handle managing your Family Office’s accounting and financial affairs with the utmost confidentiality, integrity, open communication, and creative problem-solving skills.

Single Family Office Solutions:
  • Personal accounting, administration, and reporting
  • Comprehensive individual, partnership & business tax planning
  • Monthly reports for cash flow, income, gains and losses
  • Charitable gift planning
  • Governance, entity structure, M&As
  • Complex estate, trust, and additional tax services
  • Income preservation and asset protection
  • Wealth & investment management
  • Compliance & regulatory assistance
  • Multi-generation estate planning
  • Automated electronic bill payments with Cloud Services
  • Ongoing management and overseeing implementation
  • Real estate holdings
  • Foundation establishment and oversight
  • Availability to present to the Family Board
  • Coordination and liaison with other family representatives and hired professionals


Alloy’s Family Office experts: