Family Office & Fiduciaries

Wolf & Company serves the multi-generational needs of family members and brings professional financial experience to their affairs, allowing them to focus on other areas of their lives.

Working with an audit and tax Firm is a key relationship for these offices. They need to provide assurances to their family members that someone other than management is looking out for the family’s interests. At Wolf, we collaborate with these professional advisors and work together to audit the family office, related foundation, and real estate interests.

Services include:

• Financial audits of family office, related foundations and real estate interests
• Tax planning
• Charitable distribution planning
• Accounting assistance with complex transactions
• Foreign tax reporting
• Business consulting

Wolf professionals listen to your concerns and manage the audit and tax processes effectively. We are actively involved with Trust and personal tax planning and reporting. We value communication and our collaborative approach involves a high degree of personal interaction with key decision makers in our firm.

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