Family Office

One of the greatest challenges faced by families is effectively identifying the most appropriate team of advisors to ensure that the family’s financial and lifestyle goals are met. One of the most important members of that team should be your accounting firm.

RotenbergMeril has designed a unique approach to delivering complete family office solutions. Our solutions are a combination of traditional and innovative services and technologies built to address the complex nature and lifestyle of family offices. This approach, combined with the expertise of our accounting, tax and consultant specialists, can help you identify, develop, implement and maintain the best possible wealth management solutions to help you gain and maintain financial control of your home and business.

What is an outsourced family office? While there is not one specific definition, at RotenbergMeril we define it as an entity or individual that supports the complex financial needs of a specific family group and acts as their “chief advisor.” As your “chief advisor.” we will focus on tax planning, tax compliance, estate and succession planning, accounting, budgeting and financial reporting for family investments, revenues and expenditures. As well, we will be happy to refer you to an investment advisor, if one is needed. If you are thinking of creating a family office or already have one in place, let RotenbergMeril handle all the associated challenges for you – it could be one of the better decisions you make for you and your family.