Our Family Office practice provides comprehensive advisory services to progressive family offices and families. We look at every client’s needs differently because we know that every family office has unique needs. Known for our entrepreneurial vision, our team will take a collaborative approach to provide you with a variety of services custom-tailored to the needs of today’s family office, including:
We can also help diversify your portfolios through alternative investments; invest in privately owned companies and private funds; and guide you through tax structuring for purchases. Our experience on buy- and sell-side transactions gives us insight into the numerous opportunities you can leverage in your negotiations to impact final purchase price.
Trust UHY to help reduce the burden, disruption and time commitment associated with managing wealth, while providing valuable insight to guide your investments that help sustain your family office
Our audit and assurance services help you get to know your business even better and on every level. We work with you to help you meet assurance demands. Our audits provide essential insights into the current state of your business and help you to envision and plan a stronger future for your organization.Learn More
Tax laws can be complicated, but we understand them inside and out. Business or personal, our substantial industry experience and invaluable insights to empower you to take control of your taxes. Trust us to ensure you’ll never pay more than your fair share of taxes when you work with us.Tax
Our consultants collaborate with you to develop and execute specialized solutions uniquely tailored to your unique situation,through our specialized consulting services, we help you optimize profitability and growth, improve workflow and processes, identify and implement technologies, manage risk and compliance, and more.Learn More
Our specialty-trained team of advisors work with clients to ensure success in various business needs, including Transaction Services, Corporate Finance, Client Accounting Advisory Services, and International Business Services. We work with you every step of the day to ensure your company is receiving and utilizing to best information and tools to achieve success.Specialty Services