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Rothstein Kass’ Family Office Group offers a wide range of financial, wealth planning, and lifestyle management services to family offices and high-net-worth individuals, including family members, business owners, and members of the financial services industry. Comprised of seasoned financial professionals and certified public accountants, Family Office Group applies proven expertise with the utmost discretion and attention, to guide your financial life and protect your future.
Our services include:
| Integrated Planning |
- Tax planning and compliance
- Life and estate planning
- Estate, tax and financial plans
- Cost analysis
- Multi-generational planning
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| Lifestyle Management |
- Bill paying and payroll
- Cash flow management
- Business and succession planning
- Property management
- Private travel management
- Collectibles management
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| Data Aggregation |
- Consolidated statements and analysis
- Budgeting
- Partnership accounting
- Monitoring intellectual capital and licenses
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| Risk Management |
- Liability management
- Bank financing
- Insurance analysis and oversight
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| Philanthropy and Foundations |
- Philanthropic mission
- Foundation management
- Personal giving
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| Family Continuity |
- Family assets
- Family governance
- Client education
- Family meetings
- Coaching and facilitation
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Whether your wealth has accumulated over the last few years, or over generations, your portfolio requires and demands constant attention. Delegating your financial and lifestyle management to Family Office Group, from personal financial planning and tax strategy to fulfilling short- and long-term lifestyle needs, provides you with more time to concentrate on the growth of your portfolio and enjoy the rewards of your efforts.
Our relationship-driven approach enables us to provide the highest level of hands-on personal service. Although we establish and maintain a synergistic relationship with key members of your business team, we work with you directly on financial and lifestyle matters.
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