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