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Family Office Services

Hayashi & Wayland offers a variety of Family Office services to meet your specific needs. We are able to work with you on simply administration and planning or take a more comprehensive approach. Below is a list of the services we offer including:

Family Planning

• Budgeting
• Cash Flow
• Comprehensive Reporting
• Financial Statement Preparation
• Retirement Planning
• Risk Management
• Tax Planning

Family Administration

• Bill Paying and Banking
• Payroll Services
• Document and Records Management
• Tax Compliance
• Concierge Services
• Notary Services

Family Transfer

• Trust Administration
• Succession Planning
• Philanthropy Management
• Formation of Private Foundations
• Trustee Services

Other Family Needs

• Generation Education
• Mentoring
• Family Governance
• Family Meetings

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.