Family Office Structuring - Accurate Advisory Group

Family Office Services

Family Office Structuring

Family Office Services

Family Office Structuring

Family Office Services

Family Office Structuring

Family Office Structuring

For families that have the right set of facts and a business purpose, Accurate Family Office has deep knowledge and experience in structuring, implementing and managing their family office as a for profit trade or business using a management company and investment partnerships for tax efficiency. We have worked with emerging entities to well-established family offices.

Services

Review existing structure

Consider tax characteristics – current and projected

Provide insight on alternatives

Generate analysis to compare and contrast

Coordinate with team of legal/tax professionals to vet ideas

Discuss implications around governance and ownership

Assist with implementation

Provide reporting and administration to support structure

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© 2023 Accurate Advisory Group Inc. All Right Reserved.Investment advisory services offered through Accurate Wealth Management LLC, an SEC Registered Investment Advisor. Registration does not imply any level of skill or training.Privacy Policy | ADV-Part 2A Non-WRAP | ADV-Part 2A WRAP | Form ADV Part 3 - Client Relationship SummaryInsurance services offered through Accurate Advisory Group Inc. Securities offered through AAG Capital, Inc. Member FINRASIPC Check the background of this firm on FINRA's BrokerCheck.Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

*Testimonials are from Accurate Advisory Group customers and were not compensated.