FAMILY ADVISORY AND ADMINISTRATION SERVICES

 

For families or elderly clients, we are pleased to provide flexible support services to help them manage their financial affairs. We are glad to assist with these important tasks and to help relieve the burden on family members. We are honored to have the earned trust of these long-term clients.

Of course, we appreciate the need for complete confidentiality in family financial matters. We take extra precautions to ensure that private information stays that way.

Our family advisory services include:

  • Tax and investment matters
  • Insurance assistance
  • Bill payment and domestic payroll
  • Estate and gift planning and plan implementation
  • Medical caregiver arrangements
  • Buying and selling homes
  • Transition to senior care
  • Family office support
  • Family communication

For more information about our family advisory and administration services, please contact:

Partner:

Helene H. Downs, CPA

Consultant:

L. Peyton Humphrey, CPA