Services
Trusted Tax, Accounting, and Advisory Services to support your Family Office.
Managing substantial wealth across generations demands more than just traditional financial advice. FLSV’s Family Office Solutions are designed to provide ultra-high-net-worth families with a centralized, integrated, and highly personalized approach to managing their complex financials and tax profiles. We act as your trusted advisor, streamlining operations and ensuring your financial affairs are handled with precision, discretion, and a deep understanding of your unique legacy goals.
Beyond Traditional Wealth Management: Our Holistic Approach
At FLSV, we understand that true family wealth management encompasses a broad spectrum of services. Our integrated family office solutions are meticulously crafted to simplify complexity, enhance efficiency, and preserve your family’s prosperity for years to come. We partner with you to develop and implement strategies that align with your values, protect your assets, and achieve your long-term financial objectives.
Tax Services
- Tax planning and compliance for individuals, trusts, and entities.
- Strategic investment portfolio tax planning.
- Cross-border tax disclosure and reporting.
- Charitable giving tax strategies.
- Estate tax planning for multi-generational wealth transfers.
Accounting Services
- Comprehensive financial and cash flow forecasting and reporting
- Personal and investment accounting and reporting
- Streamlined bill pay, payroll/benefits assistance, and expense management.
- Financial record-keeping and reporting.
- Property financial management reporting.
Advisory Services
- Multi-generational wealth planning and management.
- Succession planning on intergenerational business transfers.
- Holistic advisory support for mergers and acquisitions.
Contact Us
West Palm Beach, FL 33401 (561) 567-7900