FAMILY OFFICE

The family office division of Teegardin was born out of the ever-increasing desire from our high net-worth clients to have a trusted solution to administer the personal wealth they have created. We organize and efficiently manage complex personal and financial affairs in order to enable our clients to focus on what they do best. We provide dependable support by taking on the day-to-day oversight of accounts to ensure peace of mind that nothing will be overlooked, which otherwise is possible with busy schedules. Because we also provide bookkeeping and tax preparation services in the same office, there is seamless integration among all aspects of financial administration. We have experience with all types of entities, securities transactions, oil and gas investments, real estate investments, and structuring company sale transactions. Whether you are an established business professional, an entrepreneur who just sold your company or you inherited wealth, we can help you to manage your personal affairs to whatever extent you need.


SERVICES INCLUDE

 

• Financial administration and record keeping
• Bill pay services, reconciliations, payroll
• Bookkeeping and accounting for multiple entities
• Cash flow monitoring, budgeting and forecasting
• Personal financial statement preparation
• Trusts and family limited partnerships
• Coordination with household and business advisors
• Mortgage and insurance applications
• Property and liability insurance review
• Estate planning coordination and implementation
• Investment account monitoring