wealth strategies: family office services office service sheet final 101717...⊲ family limited...

Weaver Wealth Strategies helps clients manage and preserve their personal wealth. Our clients can expect confidentiality, timely delivery of services, clear communication, accessibility, depth of resources, fiduciary mindset, a nonjudgmental perspective and help educate the next generation.

Family circumstances change over time for a variety and unique reasons. The need for specific services may change as well.

Below is our list of Family Office Services. Weaver works with you to customize which services best fits your needs.

Wealth Strategies: Family Office Services

For more information contact: Mike Hirsh, CPA Partner-in-Charge, Wealth Strategies mike.hirsh@weaver.com 972.448.6952

Accounting & Administration ⊲ Personal financial statements ⊲ Bill pay ⊲ Entity accounting - monthly, quarterly ⊲ Coordinate payroll services ⊲ Document management ⊲ Performance evaluation

Tax Compliance & Planning ⊲ Federal & state income tax ⊲ Estate, gift & trust tax ⊲ International tax ⊲ Private foundations ⊲ Family limited partnerships ⊲ Entity structuring ⊲ Qualified/non-qualified/IRA distribution planning ⊲ Residency requirements ⊲ IRS representation

Wealth Planning and Preservation ⊲ Develop objectives ⊲ Retirement planning ⊲ Cash flow ⊲ Risk management & asset protection ⊲ Family planning & education ⊲ Coordinate with other advisors ⊲ Philanthropy and legacy planning

© Copyright 2016, Weaver and Tidwell, L.L.P.

Weaver has offices in Austin, Conroe, Dallas, Fort Worth, Houston, Los Angeles, Midland, New York and San Antonio. For more information visit weaver.com.