Family Office
Trusted Confidential Advisor
HFA's family office professionals perform services with a disciplined and structured approach, working closely with families to manage their personal affairs and ease the burden of their administrative responsibilities. HFA provides a variety of family office services that are designed and coordinated with key members of your investment and business team. Our family office services include comprehensive planning and financial management designed to protect and grow your assets, wealth, and interests. In addition, we provide internal control and operational reviews of family offices to make sure that your family office is in compliance.
Top Practice Areas
Bank Reconciliations
Applying Due Diligence to Accounting & Finance Functions & Cash Flow Management
Accounting Services
Outsourced Bookkeeping, Financial Records Management, Reporting & Forecasting
Tax Compliance & Planning
Tax Planning, Consulting, Strategy, and Compliance
Operational Management
Document & Record Management, Structuring, and Process Development
Outsourced CFO Services
Budgeting, Bill Paying, Financial Reporting, and Cash Flow Management
Payroll Management
Comprehensive Payroll and Reporting Services
Accounting Systems
Custom Tailoring and Set-Up of Accounting Systems
Family Assets & Philanthropy
Philanthropy Management, Charitable Contribution Monitoring, and Family Asset Tracking & Analysis
Internal Controls
Current State Controls Assessment, Internal Controls Structure Buildout, Implementation & Testing