For business owners and families whose finances have spread across companies, properties, trusts and advisers. Year-round tax planning, consolidated reporting and the accounting that ties it together, on a fixed monthly fee. A fractional family office, without building one.
Led by Philip DiMartino, Florida licensed CPA. Fees quoted in writing before any work starts.
The common thread is complexity, not a dollar threshold. If several of these sound familiar, this is the right service.
Operating companies, holding companies and real estate LLCs, each with its own books and returns, and nobody looking at the total.
Leaving New York, New Jersey, California or another high-tax state, with a final part-year return and a domicile change that has to hold up if the old state asks.
Proceeds from a business or property sale, equity compensation, or a one-time spike in income that needs planning before the year ends, not after.
Rental properties, a yacht or a plane held in an entity, each with its own tax rules and records to keep.
Trust returns, annual gifting, and children starting to take part in the family's finances.
An attorney, an investment adviser, an insurance agent and a bookkeeper who rarely talk to each other.
The pieces you would get from a full family office staff, scoped to what you actually need.
Projections before year end, estimated payments set from real numbers, and the timing of income, deductions and charitable gifts decided while there is still time to act.
A regular view of cash, income and net worth across every entity and account, so you can see the whole picture in one place.
Books for holding companies, real estate LLCs and other entities, kept current so each return is a byproduct of the work, not a scramble.
Your personal return, trust and gift tax returns, and the returns for each entity, prepared together so they agree with each other.
The numbers behind your estate attorney's plan: annual gifts, gift tax returns, donor advised funds and the tax side of charitable giving.
We work with your attorney, investment adviser and insurance agent so decisions are made with the tax effect known in advance.
A family office coordinates a wealthy family's tax, accounting, reporting and advisers. A fractional one gives you the parts you need from an outside firm on a monthly fee, instead of hiring a full in-house staff.
No fixed minimum. It fits best when your finances involve several entities, properties, trusts or advisers, and tax planning has a real dollar impact. If a simpler engagement fits better, we will say so.
Yes, and we prefer to. With your permission we share the information they need and keep everyone working from the same numbers.
Plan the move before the date, not after. Your last return in the old state, where you are domiciled, and how you document it all affect what that state can tax. Talk to us early in the year you move.
A fixed monthly fee based on the number of entities, returns and the reporting you want, quoted in writing after a scoping conversation. Book 30 minutes and we will map it out together.
Tell Philip how your finances are set up today. You will leave with a clear view of what a fractional family office would cover and what it would cost.
