Family Office Services

Acting as your family's CFO (Chief Financial Officer), we provide a comprehensive and personalized approach, tailored to your family’s needs. It is our size that makes us different - small and nimble enough to understand and excel at the relationship factor, yet with unparalleled bench strength and depth. Our affiliation with our international network, Crowe Global, provides access to even further resources otherwise unavailable to most family offices.  
 
Our team has long-standing experience and understanding of the unique needs of a UHNW (Ultra High Net Worth) family and are dedicated to helping our clients achieve their financial goals while simplifying their financial lives. 

There is no “one size fits all” model for a Family Office. We provide bespoke services tailored to the multi-generational needs and goals of the families we serve. This customization reflects the family’s philosophy, vision, and goals.

Much more than "just accountants," Crowe Soberman’s comprehensive range of financial services includes corporate and family governance, estate planning, tax planning and philanthropic structuring. We work in collaboration with your wealth management advisory team while maintaining and ensuring independence from a specific financial institution.

Our reputation for providing exceptional service comes from deep bench strength and extensive experience in supporting and protecting dozens of HNW and UHNW families. Our team excels at responding to and anticipating the needs, and at times, competing goals, of the family while maintaining the utmost discretion and privacy.

We act as the quarterback for your family, working holistically and objectively with your broader advisory team towards achieving your long-term vision. This extends also to educating and advising the family members on areas related to the responsibilities of wealth.