Family Office Services

Alpern Rosenthal is committed to the value of sharing information, resources and knowledge about best practices in family businesses.

Alpern Rosenthal has designed our own unique approach to delivering complete family office solutions. Our solutions are a combination of traditional and innovative services and technologies built to address the complex nature and lifestyle of family offices. This approach, combined with the expertise of our accounting, tax and consultant specialists, can help you identify, develop, implement and maintain the best possible wealth management solutions to help you gain and maintain financial control of your business.

We will provide the coordination and oversight to manage all of your financial relationships, while maintaining the big picture perspective of your personal and business goals. Our team has focused industry experience you can rely upon to ensure your affairs are managed seamlessly, appropriately, and precisely in accordance with your intentions. Whether you need strategic financial planning or simply need help with payroll and accounting – we can help.

Our Family Office Services include:

• Succession planning
• Successor development
• Family meeting facilitation and conflict resolution
• Buy-sell agreements
• Business and strategic planning
• Business valuation
• Phantom stock and long-term compensation plans
• Estate tax planning
• Financing assistance and structuring
• Accounting and auditing services
• Income tax planning and compliance.