Family Offices

Ablamsky & Company advises family offices and ultra-high-net-worth families on complex tax matters spanning individuals, trusts, investment partnerships, private foundations, closely held businesses, and other family entities.

The needs of a family office extend beyond preparing a collection of tax returns. Investments, transactions, wealth transfers, charitable activity, and decisions affecting individual family members must be considered across the entire family structure. We provide the technical judgment, coordination, and year-round guidance required to manage those interconnected tax matters effectively.

Who We Serve

We work with family offices and families whose tax structures extend across multiple individuals, entities, investments, and generations. Our clients include:

  • Single-family offices

  • Ultra-high-net-worth individuals and families

  • Family members with complex investment and business interests

  • Trusts, estates, and private foundations

  • Family investment partnerships and closely held businesses

  • Family office executives, controllers, trustees, and other fiduciaries

One Tax Perspective Across the Family Structure

The tax affairs of a family office rarely exist in isolation. Decisions involving an individual family member may affect trusts, investment partnerships, private foundations, closely held businesses, and other related entities. Without a coordinated perspective, important issues can be overlooked or addressed inconsistently.

Our integrated approach allows us to consider the family’s complete tax structure rather than treating each return as a separate engagement. We coordinate compliance, planning, and reporting across entities and work closely with the family’s other advisors to ensure that significant decisions are evaluated in the context of the family’s broader objectives.

Whether planning a major transaction, managing estimated taxes, evaluating an investment, coordinating a wealth transfer, or addressing a complex reporting matter, we help identify issues early and ensure that important tax matters are carried through to completion.

How We Help

Our family office tax services include:

  • Individual, trust, estate, and partnership tax compliance

  • Private foundation and tax-exempt organization compliance

  • Year-round tax planning and projections

  • Estimated tax and cash-flow management

  • Investment and transaction-related tax planning

  • Multistate taxation and residency planning

  • International tax reporting and compliance

  • Trust, estate, gift, and wealth-transfer coordination

  • Charitable giving and private foundation planning

  • Coordination with attorneys, investment advisors, administrators, and other professionals

Speak with a Family Office Tax Advisor

Tell us about your tax matter. We'll contact you within one business day to discuss how we can help