Family Offices

“Trusted advisors dedicated to your family’s future.”

Family Offices

As independent advisors, we offer a broad range of services to high net worth families with only their best interest at heart. Crown & Company, CPAs is uniquely positioned to serve those individuals and families seeking to centralize the management of their current and future financial life. We make our client’s lives easier by handling such tasks as personal bill paying, estate planning and management, tax preparation, compliance, and the coordination of client advisors.

Our services include:

  • Year around collaboration with client advisors (attorneys, bankers, investment advisors…) to ensure compliance with the client’s financial objectives. Crown & Company, CPAs will coordinate and, if necessary, manage our client’s advisors.
  • Financial performance transparency
    • Compiled financial statement preparation
    • Cash flow analysis and planning
  • Bookkeeping and bill payment services
  • Household (domestic) employee reporting advisory
  • Strategic tax planning, preparation & advisory services for individuals, businesses, limited family partnerships, estates & trusts, private foundations, and charitable giving.
  • Estate, trust, and wealth succession planning, implementation and monitoring.

To maintain our independence, Crown & Company, CPAs does not offer wealth management services nor do we sell insurance products. We do not accept referral fees. In doing so, Crown & Company, CPAs’ clients are rest assured that our recommendations are transparent and made only with their best interests in mind.


What We Do