Family Office Practice

Your Family’s CFO

Are you on track to create a lasting legacy? Are your advisors working together? Will your careful planning achieve the results you envisioned after you’re gone?

Williams Benator & Libby’s Family Office Services Practice offers high net-worth individuals, family foundations and family-owned businesses CFO-like services:

  • A menu of tax and accounting services that can be customized to meet the specific needs of each client
  • The resources of a large certified public accounting firm to help simplify the often complex finances of high net-worth individuals and families
  • True objectivity and independence on behalf of our clients because we have no associations or fee arrangements with service providers

As trusted advisors, we help integrate the many aspects of your financial life with compassion and confidentiality. You stay on track to meet your goals and your family’s wealth is protected.

Peace of Mind

Our talented and experienced team of advisors will listen to your goals and tailor services to meet your unique needs. As your family’s CFO, we focus on the details so you can focus on other things. It’s peace-of-mind that’s priceless.

WBL offers the following Family Office services:

  • Bill payment, bookkeeping and expense management
  • Income and estate tax planning
  • Trust planning and administration
  • Succession planning
  • Philanthropy advice and charity interface
  • Coordination of advisory services
  • Family financial education, governance and meeting facilitation
  • Centralized management of family assets
  • Business and strategic planning
  • Audit and financial review