The accountants at Van Duyne know just how important it is to ensure your family’s future stability and security. That’s why we have created dedicated teams to focus on family wealth management services. We understand you are busy building and running your business; let us handle the tax side.
Our teams are ready to assist you in developing short-term and long-term plans with our expert family wealth management services. Additionally, once your plan is established, the professionals at Van Duyne will manage all aspects of the plan and provide customized accounting reports for review.
We offer the following family wealth management services:
- Bill payment
- Business consulting and management
- Cash management
- Contract negotiations
- Estate succession planning
- Financial management, planning and reporting
- Insurance analysis and risk management
- Real estate consultation
- Trust planning and compliance
If you are in need of family wealth management services, don’t hesitate to contact the office of Van Duyne.