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Family Office

Hayashi & Wayland provides Family Office services to assist individuals, families and family groups. Our professionals can help with cash flow management, planning for the future, bill pay, tax and estate planning, and trustee services. Many high net worth individuals and family groups have complex financial situations that require comprehensive management. Through our proactive planning process we work closely with each client to understand their situation and develop customized solutions to implement a comprehensive strategy designed to foster long term success.

Stay in control of your future by establishing a clear plan for estate preservation. Our team of professionals can work closely with you and your other professional advisors in the following areas:

Fiduciary Services

• Trust Establishment
  • Intervivos or Testamentary Trusts
  • Charitable Remainder Trusts
  • Special Needs Trusts
  • Life Insurance Trusts
• Acting as a professional trustee or successor trustee to assure personalized trust administration that meets the goals of you and your family
• Conservatorships of the Estate and/or Person
• Serving as executor or personal representative to carry out the wishes expressed in your will in a timely efficient manner.

Other Family Office Services:

Financial Management

• Establish Family Goals and Objectives
• Compensation Planning
• Succession Planning
• Wealth Preservation Techniques
• Financial Structure

Financial Support

• Personal Financial Statements
• Bookkeeping
• Banking and Cash Flow Management
• Business and Personal Bill Payment
• Cash Flow Management
• Coordinated Tax Planning & Compliance
• Maintenance of Accounting and Tax Records
• Insurance Review

Contact Us

For additional information, please contact David Sandys, CPA, at 831-624-5333, or click here to email David. We invite you to come in for a complimentary consultation to determine the best way to address your individual needs.