Family Office Services

D'Arcangelo & Co., LLP has an extensive history in working with high-net-worth individuals and their families to create sophisticated financial plans and processes that preserve, grow, and transfer assets to the next generation.

Our family office team maintains the highest level of professional standards. We provide personal service on a timely basis. We enjoy the loyalty of our clients, some of whom have been with us for generations. As part of our services our caring staff will, when necessary, go to visit the elderly and infirm both at their homes and in nursing and assisted living facilities to ensure that their financial needs are handled with the utmost care.

Our approach begins with education. We want our clients to understand available options, so informed decisions can be made. We learn about our clients and their families. We interface with their other advisors. Together, we create integrated plans and procedures to manage family wealth. We are a member of the Family Office Exchange, an independent resource for families of wealth and their advisors.

Our Family Office services include but are not limited to:

• Estate and succession planning including the use of trusts.
• Estate and trust administration and tax compliance
• Preparation of fiduciary accountings
• Planning through gifting
• Financial planning
• Business succession planning
• Retirement planning
• Risk management and insurance planning
• Charitable planning
• Administering Private Foundations
• Investment accounting and reports on an individual and family level
• Independent investment monitoring and review based on advisor suitability
• Personal budget and cash flow management
• Maintenance of personal records including payment of bills and reconciliations