Family Office Services

Let us be your personal CFO

Your time is valuable, and we’re committed to making your busy life easier by providing all of the family office services and solutions you need to monitor and manage wealth. ACCESS Wealth Management combines our professional financial expertise with personalized service, and employs the same kinds of processes and best practices used by institutions to help you streamline household accounting.

A primary objective is providing you with day-to-day administration and management of your financial affairs, while working to keep your current and long-term goals in alignment. Our concise reporting provides you with a clear snapshot of on-going wealth information. We can also serve as a conduit between all of your advisors, helping to make sure everyone is effectively executing the same financial plan.

Dedicated oversight keeps all pieces of your financial life in sync

Depending on your situation and needs, ACCESS Wealth Management provides services to help you simplify your complex financial life, including:

  • Comprehensive tax planning and compliance
  • Cash flow management
  • Personal bill payment
  • Budgetary services
  • Trust services, including tax-efficient Delaware Trusts
  • Bookkeeping services
  • Monthly accounting/reporting
  • Financial plan status reports
  • Lending assistance and liability management
  • Real estate consulting and advisory
  • Net worth statements

Sound wealth management strategies combined with ongoing administrative stewardship gives you more freedom to pursue your interests and enjoy the wealth you’ve worked so hard to earn.