Personalized Financial Support for High-Net-Worth Individuals and Families
How We Support Your Family
We build a service approach around your family’s priorities. Support may include:
Bill Paying and Financial Administration
Helping manage recurring payments and everyday financial responsibilities.
Financial Recordkeeping
Organizing financial documents and maintaining records that support reporting and tax preparation.
Financial Reporting and Cash Flow Review
Bringing financial information together to help you understand income, expenses, and upcoming cash needs.
Tax Coordination
Working with F+H’s tax professionals to connect financial records with tax compliance and planning.
Coordination with Other Advisors
Working alongside your attorney, investment advisor, and other professionals to help keep information and responsibilities aligned.
Your family’s needs guide the scope of our work, from assistance with selected tasks to ongoing family office support.
Managing family finances becomes more demanding as accounts, business interests, trusts and responsibilities grow. Friedman+Huey’s Family Office Services help high-net-worth individuals and families organize their financial affairs, manage day-to-day responsibilities and make informed decisions.
From bill paying and financial recordkeeping to reporting and coordination with your other professional advisors, we tailor our support to your family’s needs. Our family office team works alongside F+H’s tax and advisory professionals to connect everyday financial activity with broader planning considerations.
Whether you need help with specific responsibilities or ongoing support, we provide attentive, personal service built around your family and its goals.
When Can Family Office Services Help?
Family Office Services may be helpful when:
- Financial information is spread across multiple accounts, entities or advisors.
- Bill paying, recordkeeping and other financial responsibilities take more time than you want to spend.
- You need a clearer picture of your family’s income, expenses and cash needs.
- One family member manages most financial matters and others need greater visibility.
- A business sale, inheritance or other life transition creates new financial responsibilities.
Our team helps bring organization and continuity to these responsibilities, giving your family more time to focus on what matters most.
Jacyn Wexler
Senior Manager
John Cremins
CPA, MST
Robert Jacobson
CPA, MST
Sunny Kostecka
CPA
Sylwia Nazar
CPA, MST, CDFA®
Bring Greater Clarity to Your Family’s Financial Affairs
Tell us where your family needs support. We’ll discuss how Friedman+Huey’s Family Office Services can help organize responsibilities, improve financial visibility, and support informed decisions.
