We provide affordable, comprehensive services to families seeking an outsourced centralized CPA firm, including:

Gerber & Co CPAs bring it all together for you conveniently, discretely, professionally, and affordably. Our Family Office Team of Certified Public Accountants will coordinate all aspects of your financial life, as needed, and develop a customized range of services to suit your needs.

TeamGerber will simplify and organize your family affairs. Together with the other members of your financial planning team, it will help define and sustain your values and create legacies. You’ll always have a trusted group of multidisciplinary experts around the table.

Our newly released advanced software systems allow clients to view their financial data in real time online and 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; the check image will appear on the screen for approval.

We offer a broad range of services, a high level of personal attention, and the ability to make 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 PowerPoint in addition to traditional accounting formats so that even the non-accountants in the family can 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 several 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