Managing the complexities of family wealth requires a holistic approach that combines expert tax planning, accurate accounting, and strategic financial oversight. At Veridian, we offer comprehensive family office services tailored to meet the unique needs of high-net-worth families and their enterprises. Our goal is to simplify the intricacies of wealth management, preserve your assets, and create a legacy that endures for generations.
We provide a full range of tax, accounting, and advisory services designed to meet the unique needs of family offices, including:
- Personalized Tax Planning and Compliance
- Trust and Estate Tax Management
- Philanthropic Planning and Charitable Giving
- Investment and Partnership Accounting
- Entity Structuring and Administration
- Multi-Generational Wealth Planning
- Cash Flow and Budget Management
- Family-Owned Business Support
- Audit and Assurance Services
- Specialized Tax Services
