Family Offices
Family Office Services
Integrated Wealth, Tax & Estate Advisory
Our Family Office services are designed for high-net-worth individuals and families who require more than traditional accounting and tax services. We provide a centralized, strategic approach to managing complex financial issues bringing together tax planning, estate structuring, and long-term wealth preservation.
Specializing in high-net-worth taxation and estates, we act as a trusted advisor, coordinating across your professional team to ensure every decision is aligned, efficient, and forward-looking.
What We Do
Strategic Tax Planning
We develop and implement sophisticated tax strategies tailored to your unique financial position.
- Personal and corporate tax minimization
- Income splitting and family structuring
- Trust planning and optimization
- Cross-border considerations (where applicable)
Our focus is not just compliance but proactive planning that preserves wealth across generations.
Estate & Succession Planning
We help you transition wealth with clarity and control.
- Estate freeze strategies
- Trust creation and administration
- Succession planning for family businesses
- Executor and trustee advisory
- Post-mortem tax planning
We work closely with your legal advisors to ensure your estate plan is tax-efficient and aligned with your intentions.
Family Office Coordination
We serve as the financial “quarterback” for your affairs.
- Liaising with lawyers, investment advisors, and bankers
- Reviewing and aligning professional advice
- Consolidated financial oversight
- Cash flow and lifestyle planning
This ensures that all moving parts of your financial life work together seamlessly.
Ongoing Advisory & Oversight
Your financial situation evolves and so should your strategy.
- Annual and multi-year tax planning
- Monitoring legislative changes
- Reviewing structures and investments for tax efficiency
- Planning for major life events (liquidity events, retirement, generational transfers)
Who We Serve
Our Family Office services are best suited for:
- Business owners and entrepreneurs
- Incorporated professionals
- Multi-generational families
- Individuals with complex corporate or trust structures
- Clients preparing for a sale, transition, or significant liquidity event
Our Approach
We take a long-term, relationship-driven approach grounded in:
- Confidentiality – Your affairs are handled with the highest level of discretion
- Proactivity – We identify opportunities before they become urgent
- Integration – Tax, estate, and financial decisions are managed holistically
- Clarity – Complex matters explained in a clear, actionable way
Let’s Build a Long-Term Strategy
Effective family office planning is not a one-time exercise—it’s an ongoing process. We work closely with you to protect, grow, and transition your wealth with confidence.
Please contact Steve Gaul for more information:
905-274-8866 ex 103
sgaul@abmillercpa.com