Family Office Services
Family Office Services
Smith Dickson helps busy, affluent individuals and families by managing their day-to-day financial affairs. This enables clients to focus their time on the things that matter most to them and deal with the many demands of work, family and other responsibilities.
Our Services Include
- Maintenance of cash flow – including payment of personal and business bills
- Coordination with other financial professionals – including property managers, bankers, financial advisors and attorneys
- Bank and other account reconciliations
- Personal financial statements
- Tax return coordination for family members and their trusts and estates
