Family Office

Visualize the benefits of having a CFO dedicated to the entire family.

From the start, we have built on our success by providing our valuable clients and their families with something irreplaceable: more financial peace of mind and free time.

Our Comprehensive Family Services

Imagine the simplicity of having Serviss Wealth Management handle monthly bookkeeping, tax planning, bill payments and coordinating with professional advisors and your investment manager. We can act as your Chief Financial Officer on your behalf; saving you time and energy. Our devoted team will ensure that all aspects are working cohesively to help you and your family achieve your goals.

Managing Your Personal Affairs On Your Behalf

We have the experience to handle the intricate details that coincide with your entire household. Whether it is money transfers, bookkeeping, bill payments, collaborating with additional specialists or working with your investment advisors, we have you covered. We have the capacity to fluidly protect and support your business, real estate, investments and more.

Family Tax Planning & Advice

Let’s face it; finances can be complex, especially when the entire family is involved. We can help you plan ahead and compile the necessary paperwork. Our knowledgeable team can seamlessly file your tax returns and use our extensive knowledge in advanced tax planning to set you up for success. We are happy to discuss a variety of strategies including income splitting and deferral. We look forward to sitting down with you at your earliest convenience