Expertise Tax

Family Office Services

Personalized Family Office Solutions for High Net Worth Individuals and Families

Alvarez & Marsal’s Family Office Services is dedicated to helping clients successfully manage wealth and plan for the future by acting as the family CFO overseeing all aspects of personal and business interests. Our priority is to work with clients to achieve their long-term goals and deliver highly personalized solutions that suit our client’s unique needs.

We serve as advisor, advocate, teammate and partner, maintaining the anonymity and trusted support that families desire.

How Can Our Family Office Services Ensure Efficient Financial Management and Coordination for High Net Worth Individuals and Families?

Consolidated & Entity Level Financial Reporting
Masttro Investment Reporting
Cash & Expense Reconciliations
Financial Budgeting, Forecasting and Analysis
Concierge and Bill Pay Services
Data and Document Repository
CFO Services
Maritime & Aviation Reporting & Strategy
Annual Insurance Policy Review for Comprehensive Risk Management
Support for Special Projects and Asset Management
Streamlined Bill Payment and Administrative Support
Personalized Concierge and Administrative Services

Protecting & Organizing Family Assets

  • Asset Protection and Estate Planning Strategies
  • Cybersecurity Best Practices for Data Security
  • Annual Insurance Policy Review for Comprehensive Risk Management
  • Support for Special Projects and Asset Management
  • Streamlined Bill Payment and Administrative Support
  • Personalized Concierge and Administrative Services

 

Learn more:

Family Office Services Private Client Services
Thought Leadership

Tariff Impacts: Top 10 Accounting and Financial Reporting Issues
May 22, 2025
Tariffs are impacting more than just operations; they’re introducing complex accounting and financial reporting challenges for portfolio companies. A&M financial experts outline the top tariff-related accounting and reporting issues that companies should evaluate now to remain compliant and audit-ready.
CONTACT US TODAY
SUBSCRIBE TO OUR BULLETIN