Comprehensive Services for Your Family Office Needs

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Focus CPA Group provides family office services for successful individuals and families. We’ll organize and manage your day-to-day bookkeeping and bill paying so you’re free for other pursuits. Our bill paying services are flexible and customized to fit each client’s unique situation and specific needs. Overseeing your daily financial affairs provides us with a comprehensive understanding of your financial and tax situation. We use this special insight to create highly-effective tax strategies to preserve your wealth. We’ll make sure your personal and business bookkeeping also flows seamlessly into tax information at year-end, saving you money in tax preparation services. When you work with us, we will help you effectively manage your wealth and will become the financial advisor you rely on for sound advice. Find out how our Brea, CA CPA firm can keep your books clean, up to date, and accurate. Call us today at 562-281-1040 or request a free consultation through our website.
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Tailored Family Services For Your Personal Bookkeeping and Bill Paying Need

  • Managing and paying bills
  • Personal bookkeeping
  • Bank account reconciliations
  • Transferring funds and making deposits
  • Management of family-owned business entities
  • Preparation of monthly financial statements
  • Management of recurring transactions
  • Coordination of all income tax filings and estimated payments
  • Insurance evaluation
  • Property management
  • Household employee payroll management
  • High-Net-Worth Tax & Financial Planning
  • Gift, Trust & Estate Planning
  • Tax Return Preparation
  • Insurance Planning & Review
  • Specialty Services

What is Family Office Service?

Family Office Service is like a financial caretaker for families in the US. It handles everything from investments to estate planning, making sure the family’s money matters are in place. It’s like having a comprehensive financial plan for your family’s wealth management.

5 Benefits of Family Office Service : Why do you need one?

Wealth Management Masters

Family office services keep your finances in place and bring large fortunes to your homes. They help grow your wealth strategically by minimizing tax liabilities.

Tailored Financial Strategy

If your financial situation is complex, a family office customizes strategies to fit your unique needs. They assess your financial situation and tax matters for a better understanding.

Time-Saving Strategy

Juggling numerous financial tasks? A family office takes care of the nitty-gritty, freeing up your time to focus on what matters to you.

Multigenerational Legacy Planning

Ensure your wealth lasts for generations. Family office services also cover legacy plans to pass on your wealth to family members.

Risk Mitigation

Family office services help protect your wealth against market fluctuation through prior and efficient planning.

Frequently Asked Questions

Yes, family offices are subject to regulations, but the extent varies. Single-family offices often have more flexibility.While multifamily offices are often subject to certain financial, banking and security regulations.
Individuals or families with substantial wealth and complex financial situations benefit from family offices. If you’re looking for personalized wealth management and comprehensive financial services, FOCUS CPA can be your trusted family services cpa!
Costs vary widely based on the complexity of your financial situation and the services provided. Generally, family offices charge a percentage of assets under management or a fixed fee. It’s essential to discuss fees during the initial consultation.
Family offices often assist in identifying and managing insurance needs, including life insurance, property and casualty insurance, and liability insurance.

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