Done for You Middle and Back Office
Full Service Solution
We save you time and money by doing as much as we can for you. You can leverage our full operations department and corporate infrastructure.
- Account opening
- Data gathering
- Schedules appointments
- Proposal generation and assistance
- Planning assistance
- Tax and financial analysis
- Customer service
and much more...
The Family Office Director is the Evolution of the Tax Professional
Our Done-For-You, Multi-Family Office Charter provides tax professionals a full complement of family office services for their clients. We provide marketing, operational support and infrastructure.
Advanced features are available to Advanced and Family Office Director members. Schedule a call to learn more about Advanced membership.