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Issues Faced by Family Office and Fiduciaries

Working with an audit and tax Firm is a key relationship for Family Offices. You need to provide assurances to the family members that someone other than management is looking out for the family’s interests. At Wolf, our collaborative approach provides you with a high degree of personal interaction with our key decision makers and we work together to audit the family office, related foundation, and real estate interests. We are also actively involved with Trust and personal tax planning and reporting. 

Our Family Office and Fiduciaries Services

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.