Family Office

Our accounting firm provides family office services, a specialized service designed to manage the financial and personal affairs of high-net-worth individuals or families.

Working collaboratively with family advisors, WMS can provide external virtual CFO services and administration support, both of which may scaled up or down depending on your preferences. We can also provide advisory board services and complex tax advice as you require.

We will take the time to understand the family dynamics, values, appetite for risk and broad financial objectives and then tailor financial strategies and reporting systems to same.