Family Office

Simplifying Complex Family Wealth with Expert Advisory Services

We currently support a small number of family offices with a combined net worth exceeding $10B with global transactional support.

Over the last decade we have advised 41 family offices on US direct investment, mergers and acquisitions and moving family members into and out of the US.

In today’s world family offices and multi family offices need to have a global outlook and an organizational structure that accommodates the needs of a globally mobile family.

As family capital grows so does the complexity associated with the administration of a global asset base and the most appropriate way to account for and report on those assets.

Our family offices services team consult on family office architecture, family office tax advisory, family office compliance (regulatory and tax preparation), family financial reporting, multi-family office administration and work closely with our asset management team on family office wealth management.

ExperityCPA. We Protect Wealth.

Financial Reporting

Having a clear understanding of your family’s global assets and liabilities is critical to any financial decision-making process.

Multi Family Office

At ExperityCPA we provide integrated financial and administrative support for global families who wish to delegate responsibility for all aspects…

Tax Advisory

We have a deep understanding of transactional tax support and how proper tax planning can impact a return on investment. Getting it…


Family office accounting is an essential financial management service that caters to the unique and multifaceted needs of affluent individuals…

Deal Advisory

Since the Global Recession in 2008 there has a dramatic shift of capital away from large financial institutions to fund the establishment & capitalization…