We work with Chicago family offices including both single family (SFOs) and multi-family offices (MFOs). Our team of CPAs, consultants and advisors provide several essential services designed to meet the diverse needs of each particular family office type. We understand that some family offices have a select number of single-generation members of a family with common goals whereas some multigenerational families have different interests and varying investment goals.
We also appreciate that management of investments and family affairs can be extremely time-consuming and also often emotionally driven, given those who are involved and vested in the success of the office. Regardless of size, complexity and objectives, the experienced team at Selden Fox stands ready to serve your family office.
Family Office Services
- Family office planning
- Business tax planning and compliance
- Estate and gift planning
- Philanthropy planning
- Trust accounting and administration
- Due diligence services
- Individual income tax planning
- Succession planning
- Financial statement and internal audits
- Outsourced accounting, bookkeeping and bill pay
- Coordination with investment and third-party advisors
Ensuring your family office has a firm that delivers personalized service combined with direction and guidance is imperative for reaching your goals. If you are considering a family office structure or are looking for a new accountant, Selden Fox can help. For additional information call us at 630.954.1400 or click here to contact us. We look forward to speaking with you soon.