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Family Business Office and Personal Financial Management
Establishing and then managing your family office can be a complex task. Ashley Quinn can alleviate the headaches associated with establishing and managing your family office. Serving as the family office for several high net worth families, we provide a broad range of knowledge and experience. Family business office and personal financial management services we normally provide include:
- Accounting services, including cash disbursements and payroll processing services
- Accounting services for clients' foundations and trusts
- Brokerage accounting
- Monitoring securities performance
- Personal financial statement preparation
- Tax planning
- Trust and estate planning and coordination
- Guidance in arranging mortgages and other financing
- Periodic evaluation of clients' health, automobile and property liability insurance policies
We offer financial peace of mind. We come to you as a dedicated business partner and a trusted financial advisor, working hand-in-hand with you and your other professional advisors.
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