FAMILY OFFICE SERVICES
At Genius Tax Advisory, we provide tailored family office services for successful individuals and families. Our goal is to manage your day-to-day bookkeeping and bill payments, freeing you to focus on what truly matters. Our services are flexible and customized to meet your unique needs.
We handle your daily financial affairs, offering a deep understanding of your financial and tax situation
Why Choose Us?
- Personalized Financial Management: We handle your daily financial affairs, offering a deep understanding of your financial and tax situation. This insight allows us to create effective tax strategies to preserve your wealth.
- Seamless Integration: Our services ensure that your personal and business bookkeeping flows seamlessly into tax information at year-end, saving you money on tax preparation.
Trusted Advisors: We aim to become your go-to financial advisors, providing sound advice to help you manage and grow your wealth.
Our Services Include
01
Investment Management
Strategic planning to grow your wealth while minimizing tax liabilities.
02
Regulatory Compliance
- Adhering to all necessary regulations to protect your wealth.
03
Financial Oversight
Comprehensive management of your financial tasks, freeing up your time.
Get Started Today!
Discover how Genius Tax Advisory can keep your finances organized, accurate, and up-to-date. Call us today at 888-686-8855 or request a free consultation through our website.
Get Your Free Consultation!
Frequently Asked Questions
Family offices are typically needed by ultra-high-net-worth individuals (UHNWIs) and families who require comprehensive wealth management services.
Family offices handle tax planning and optimization by developing strategies to minimize tax liabilities while ensuring compliance with tax laws
The benefits of having a family office include personalized and comprehensive wealth management, confidentiality, and the ability to coordinate various aspects of financial and personal affairs under one roof