Family Office and Business Support Services

nest egg

The issues facing today's high net worth individuals and families are numerous and complex. Time constraints, ever changing tax laws, and a myriad of investment options are among the many challenges encountered in securing your family's financial future for generations to come. Today's hectic lifestyle makes it difficult to keep your financial affairs in order. 

At Untracht Early Family Office, we ease these burdens by taking the time to sit with you and get to know you intimately. Our goal is to tailor highly personalized, worry free solutions that suit your individual needs. We provide a dedicated professional team to help simplify your personal finances, while maintaining the highest level of privacy and security. Either as a stand alone service, or integrated with a variety of other tax services we can provide, Family Office Services will ensure a seamless flow of information.

Some of the ways Untracht Early Family Office can assist you in minimizing your daily administrative responsibilities include: 

  • Evaluation, selection and monitoring of asset manager performance
  • Net worth statements and other personal financial management tools
  • Tracking and analysis of family assets and cash flows
  • Investment portfolio tracking and aggregation
  • Household payroll management and reporting
  • Elder care services
  • Bill paying
  • Customizing individual financial situations

We help you do the things you "have to" so you can have more time to do the things you "want to".

Learn More

Our principals are available to discuss your particular needs. We invite you to contact us to find out how our personalized services can help you meet your financial and business goals.