Auburn-Opelika (334) 887-7022 | Montgomery (334) 244-8900
Family Office Services

Family Office Services

Our family office team’s top priority is to Return Value to individuals by ensuring financial needs, ranging from simple to complex, are met in a timely and efficient manner.

Whether the service is for a cherished family member or busy executive, Machen McChesney has a solution for personal accounting and “life” management. When day-to-day tasks such as bill paying, balancing a checkbook or responding to an emergency need, such as home repair or medical expense, become overwhelming or unattended to, you can rest assured knowing our professionals have been engaged to take care of it.

Our services help cherished family members maintain their independence and financial freedom. They will receive assistance with their financial, business and related duties and are kept informed via communications and reports which are also available to authorized care givers.

For a busy executive, our services help you accomplish your goals. By saving you time and relieving you of routine responsibilities, you have more time to focus on your work or pursuing your passions and interests.

Our family office professionals work with both the family and their appointed advisors to effectively manage client affairs. Listed below is a sample of the services we perform:

Family Office Accounting and Tax Services

  • Set up, review and pay household bills
  • Set up direct deposits and reconcile income received
  • Personalized financial reporting, budgeting and cash flow planning
  • Bank account openings and loan and interest payment tracking
  • Reconciliation of bank and investment statements
  • Payroll services for domestic employees
  • Planning & preparing income, trust, gift and estate taxes

Oversight and Assistance

  • Meeting with wealth management advisors
  • Liaison between client and financial institutions, vendors, etc.
  • Prepare inventory of personal assets and investments
  • Providing referrals to local services and agencies
  • Handle day-to-day financial related transactions
  • Review of credit card and checking account statements for unusual activity
  • Family Limited Partnership administration
  • Private foundation recordkeeping and coordination

Interested in learning more about our family office management services for individuals and familes in Alabama and surrounding states? Our CPA firm proudly serves, Auburn, Opelika, Montgomery and the rest of Alabama and surrounding states. Contact us today at 334-887-7022 or simply fill out our form below and one of our professionals will be glad to help.

Questions? Contact Martin D. Williams, CPA