Family Office and Business Management Services
|Monitoring Income Receipts|
|Consolidation of Investment Reports|
|Tax Planning and Preparation|
TeamGerber will simplify and organize your family affairs and together, with the other members of your financial planning team, will help define and sustain your values and create legacies. You’ll always have a trusted group of multi-disciplinary experts around the table.
Our newly released advanced software systems allow clients to view their financial data in real time online – and to delegate check signing authority, as appropriate, using our advanced secure eSigning system. Checks can now be signed remotely by online access – you can review the backup and then the check image appears on the screen for approval. We offer a broad range of services, a high level of personal attention and the ability to put today’s decisions in the context of their impact on the next generation.
Our reports are user friendly and we employ a “Dashboard” style using graphs, pie charts, and power points in addition to traditional accounting formats – so that even the non-accountants in the family will be able to easily grasp the key data.For assistance with your Family Office, contact us.
“The traditional Family Office is no longer feasible for all but the mega-wealthy. Our advanced technology systems have enabled the Family Office structure to change dramatically – and we now provide remote access to all financial data including secure online check signing and approvals. We serve a number of wealthy families and our clients enjoy the benefits of economies of scale. This enables us to provide outsourced Family Office services cost-effectively and efficiently run exclusively by CPAs.”
~ Moshe Y. Graber, CPA, Partner