Family Office

Protect & Preserve Your Wealth

Wealth can help make dreams come true, yet protecting and preserving wealth can make finding the time to live those dreams difficult. Successful people live with layers of complexity, such as managing numerous relationships, entities, assets, sophisticated estate plans, charitable donations, employees, aircraft, yachts, and residences in multiple jurisdictions.

Consulting Services for High Net Worth Families

Akram & Associates provides family office accounting and consulting services for high net worth families and their related entities. We apply a strategic and coordinated approach to working with each client which results in a personalized suite of confidential services that save our clients time and the burden of routine responsibilities.

We have extensive experience in U.S. and foreign finance, asset management, employee relations, real estate, various business entities and operations, trusts, and estate planning.

We implement the following family office consulting services with sophistication and integrity:

  • Investment tracking and customized reporting
  • Customized bookkeeping, accounting, and financial reporting
  • Employee management, payroll, and benefits including qualified plans
  • Charitable giving, liability and risk management

We simplify the preparation of our client’s complex tax returns whenever possible. We identify and collect information on key events or issues that we address with our tax compliance group throughout the year, which allows our tax group to be more efficient when preparing multiple types of returns for our clients during the compressed tax season. By consulting with our tax professioals, we minimize the risk of miscommunication and maximize efficiencies on important tax-related issues.

Contact Us Today

Call us toll-free at 844-386-3829, or use the form on this page to schedule a free consultation. 

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Member CalALTs          Member SEHFA

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