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Gain trustFamily office

It’s your family. It’s your business. We help you mind it.


The family office is a unique blend of personal, business, and investment activities that require diverse skills and resources to manage. We provide the objective and independent advice you need to navigate accounting and tax issues.

Our team delivers expertise with professionalism and confidentiality. We are committed to helping you create, grow, and protect your business’ value for generations. Whether you’re looking to bolster your back office, build a solid foundation for the next generation of ownership, modernize your IT systems, or other ways to optimize your family office, we can help.

We care about you and place your family’s best interests at the fore.
Our collaborative approach, within your office and across our firm, extends to your other advisors and is customized to meet your family’s specific needs. We offer clients: 

  • Proactive and responsive advice—We provide timely, reliable, and relevant information to help you make wise decisions for your family.  
  • Depth of experience—Our outsourced accounting, tax, and consulting services integrate seamlessly. 
  • Efficiency—We save you the time needed to hire, train, and supervise accounting employees.

Family office services:

For more information on how we can help you thrive, please contact our family office services team

Related Services

Consulting

Business Advisory

Information Systems

Organizational and Governance

Valuation

Outsourced Accounting

Related Professionals

Principals

  • Michel Caouette
    Principal
    Construction, Family Office, Telecom-munications
    T 207.541.2254
  • Kathy Parker
    Principal
    Family Office, Real Estate, Renewable Energy, Technology
    T 857.255.2035
  • Leah Shanahan
    Principal
    Family Office, Real Estate, Renewable Energy, Technology
    T 857.255.2038