Administrative Family Office Services
Maestro Family Office
Maestro simplifies your complex financial affairs, so that you can make the best decisions with your family, personal wealth, and legacy. We customize a collection of services for each of our clients that focuses on managing your daily financial life so you don’t have to. We also offer outsourced accounting and CFO services for our clients with privately-held businesses. By managing both your personal and professional financial lives, we help ensure you have a comprehensive view of your holdings.
No successful business would consider operating without a real-time income statement, cash flow analysis, and balance sheet, so why should your family? Maestro's OneControl delivers consolidated reporting so you can make better decisions.
Cash Management And Analysis
Financial Management Of Personal Properties
Alternative Investment Administration
Household Employee Human Resources
Trusts & Foundations
A family’s management of its income is directly influenced by its understanding of its assets. More sophisticated alternative investments have created opportunity but made it more difficult to easily and accurately view the overall picture—drawing on multiple advisors with complex coordination. The solution? Maestro OneBalance.
360 Degree Financials
Family Income And Expense Analysis
Personal Asset management & Coordination
All Asset Oversight
Reporting For Your Team
TAX SUPPORT AND ADVISORY
Trust and discretion are the pillars of the ideal advisor relationship, built over years and often generations. Advisors—from your trust attorneys to your accountants—require access to accurate data, must understand your short- and long-range intentions, and need to communicate often and well. This is where Tax Support and Advisory comes in. We understand the role of the Advisor, and facilitate family data flows to them so that they can deliver higher quality advice and action to you.
Goal Driven Financial Plans
Coordination With Your Team Of Advisors
Tax Planning, Return Preparation, & Tax Controversy
Annual Gift Tracking
Great strategies sometimes require complex implementations. This is where 360 coordination creates exponential value to the family.
When insights call for a particular action, your Maestro team is ready to step right into the challenge to implement the project to completion.
for your Business
Many of our clients have complex financial lives including managing privately held businesses. We can help take the pressure off by providing a fully functioning back office for your company. You'll be able to focus on what matters most to your business — creating and driving value for your customers while you leave the financial operations to us.
Spend your time on the extraordinary, not the mundane.