FAMILY OFFICE · LOS ANGELES

Family office services in Los Angeles — the financial back office for multigenerational wealth.

For HNW families and single-family offices. Bill pay. Entity management. Consolidated reporting. Tax coordination across trusts, foundations, and operating companies. One CPA firm handling all of it.

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What we do

A family office is not a service — it is a structure. Some families run a single-family office (SFO) with in-house staff. Others outsource to a multi-family office (MFO). Many run a hybrid: a family principal or CEO in-house, with the accounting, tax, and reporting back office outsourced to a CPA firm.

We fill that role.

For LA-based HNW families, we operate as the consolidated back office across every entity the family touches: individual returns for the principals, grantor trust and non-grantor trust returns (Form 1041), private-foundation returns (Form 990-PF), operating-company returns (1120-S, 1065, 1120), partnership K-1 flow-through, and multi-state returns where required. Books for every entity are closed monthly on QuickBooks Online, consolidated reporting is delivered on a fixed calendar, and cash management runs through Bill.com with approval routing to family principals or the family CEO.

We also do the coordination work that makes a family office actually work — with the family's investment advisors, estate-planning counsel, foundation counsel, insurance advisors, and, when relevant, the family's next generation as they enter the picture. One monthly price. No hourly CPA fees. Named partners on every engagement.

Who this is for

Single-family offices with an in-house family CEO who needs a CPA firm as the accounting/tax back office.
HNW families without a formal family office whose complexity has outgrown a single CPA on retainer.
Multi-family offices looking to partner with a boutique CPA firm on a specific family's engagement.
Trustees of HNW irrevocable trusts with underlying operating businesses or investment vehicles.
Foundation directors needing 990-PF preparation and compliance oversight.

Deliverables

Consolidated reporting — a single monthly package showing cash, income, and net worth across all family entities.
Entity-by-entity accounting — monthly close on QBO for every trust, foundation, LLC, and operating company.
Bill pay for the family — through Bill.com with approval routing to the principals or family CEO.
Tax preparation and coordination — individual, trust, partnership, corporate, and foundation returns across all entities and states.
Coordination with the advisory bench — investment advisors, estate counsel, foundation counsel, insurance advisors.
Ad hoc analysis — new entity structuring, next-gen education-planning coordination, cash-flow modeling for major purchases or gifts.

Frequently asked

Q: Are you a family office, or an accounting firm for family offices?

A: The latter. We are a boutique CPA firm that acts as the accounting, tax, and reporting back office for family offices — some formal (single-family or multi-family), some informal (a family CEO with a small in-house team). We do not manage investments, do not accept referral commissions, and do not hold ourselves out as a family office.

Q: How do you handle consolidated reporting across many entities?

A: Every entity is closed monthly on its own QBO instance. We roll the entity-level books up into a family-wide consolidated report — a single package showing cash, income, and net worth across trusts, operating companies, foundations, and personal accounts. Delivered on a fixed calendar day each month.

Q: Do you prepare 990-PF returns for private foundations?

A: Yes. Form 990-PF for private foundations, including the 5% minimum distribution calculation, the tax on net investment income under §4940, and the grant-making documentation to support §4945 compliance. Foundation grant administration coordination is included as part of the recurring engagement.

Q: How do you handle trust returns for the family's irrevocable trusts?

A: Form 1041 for both grantor and non-grantor trusts, with K-1s to beneficiaries where the trust distributes. Principal-vs-income allocation under the California Uniform Principal and Income Act. Trust accounting under Probate Code §16063 available where the trustee requires it — see /trust-accounting-services.

Q: What about next-gen planning and involvement?

A: When the family wants next-gen participation — G2, G3, or later — we support that operationally: setting up individual books and returns for adult children, running education-payment substantiation, and coordinating the tax picture as ownership transitions occur. The family sets the pace; we support it.

Q: What is your fee structure for family office work?

A: Flat monthly fee covering all recurring services across the family entities. Extraordinary projects (entity formation, M&A, IRS examinations, significant wealth transfer transactions) are quoted separately. No hourly CPA meter for the recurring work.

Multigenerational wealth. Multi-entity complexity. One CPA firm.

Family office services for LA-based HNW families — bill pay, consolidated reporting, entity management, tax coordination. Named partners. Thirty-minute consultation.