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family office services

We support 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, philanthropic, and other responsibilities.
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Our Services Include

Smith Dickson’s outsourced family office services provide a broad scope of family office tasks including:

  • Back-office accounting and administrative support
  • Tax compliance
  • Cash management and maintenance – 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

experts in family office support

Our accountants provide customized services to accommodate your family’s specific accounting and bookkeeping needs.
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