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Family Office Accounting and Tax Services
Consolidated reporting, entity and trust accounting, bill pay oversight and coordinated tax planning for single-family and multi-family offices.
A family office often manages dozens of entities, trusts, properties and investment accounts, each with its own books and tax return. NexusWorks brings them into one coordinated system, so the family sees a complete picture and every return is filed on time.
Our services for family offices
We provide the same core services we offer every client, tailored to how family offices operate:
- Bookkeeping & Financial Management: books for holding companies, LLCs, trusts and properties, consolidated into one view of net worth and cash.
- Tax Filing & Compliance: individual, partnership, corporate, trust and gift tax returns, plus state filings, prepared by one team.
- Tax Planning & Strategy: entity structure, charitable giving, the California PTE tax and transfers to the next generation, coordinated with your attorneys.
- Fractional CFO Services: cash planning, budgets and investment reporting, including private fund capital calls and K-1 tracking.
- Audit & Assurance: personal financial statements and CPA letters for lenders and counterparties.
Single-family and multi-family offices
For a single-family office, we can act as the outsourced accounting and tax team. For a multi-family office, we can support your staff with overflow work, complex returns and review.
Confidentiality comes first
Family office work involves sensitive information. Access to records is limited to the people who need it, documents move through secure channels rather than email, and our security and data handling practices are published.
Family offices sit within our professional and financial services work. See our tax planning and fractional CFO services, our personal financial statement guide, and the private funds we support, including private equity and real estate funds.