Family Office

Managing wealth can be a formidable task, especially if you don’t have the time and expertise required to monitor investments, keep account of income and expenses, and make sure you’re doing what you can to minimize taxes. But even if you could do all that, you’d probably rather spend your time doing other things.

This is where YHB’s Family Office Services come in. Our professionals can take care of any or all of your financial and business management matters, from paying bills and tracking expenses to minimizing taxes and watching over your business. And because performing these tasks is what we excel in, we can do them efficiently and in a way that enables you to get the most out of your wealth.

YHB offers a comprehensive menu of family office services — custom designed to suit your lifestyle and preferences — from which you can select services à la carte or bundle as needed. Whichever you choose, you can trust that we will take care of your finances as if they were our own — just ask any of the many clients to whom we’ve been providing these services for many years.

We welcome the opportunity to take the work out of managing your money, so you can more fully enjoy it.  Our family office services include:

  • Bookkeeping, accounting and financial reporting
  • Managing accounts payable and receivable
  • Receipt and distribution of mail, and paying bills
  • Bank account reconciliation
  • Expense tracking and cash flow projections
  • Payroll processing and tax compliance
  • Tax preparation and filing
  • Investment performance monitoring
  • Obtaining loans and negotiating transactions
  • Business management

Ready to streamline your Family Office? Contact Us.