Our Services
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Internal Audit & Review
Routine internal audits verify that loan records, trust distributions, and financial reports adhere to Family Office policy and regulatory standards. Findings are documented and reviewed by the Family Council for accuracy and accountability.
Annual Family Report
A comprehensive annual report summarizing trust performance, portfolio activity, and capital flow between family entities. The report provides members with transparent insight into how family resources are managed and sustained.
Policy & Compliance Certification
Verification of ILIT documentation, loan agreements, and inter-entity transactions to ensure all records remain compliant with legal, tax, and insurance requirements under the Family Office charter.
Financial Statements & Reconciliation
Preparation of consolidated balance sheets and income summaries for the Family Bank, Trust, and Foundation. Reports reconcile cash flow between accounts and validate all transactions recorded in the general ledgers.
Compliance Report Request
Family Office members may request a compliance review, policy certification, or obtain copies of annual financial summaries.