Family Office

Custom Solutions to Promote Long-Term Success

Individuals, families and family groups can have a wide range of unique needs and dynamics. We offer fiduciary and financial services to help with everything from the day-to-day operations like bookkeeping and bill pay. Additionally, high-net-worth individuals and family groups often have complex financial situations that require significant oversight. Together, we craft a custom solution to promote long-term success.

family office services

Financial Management

Establish Family Goals and Objectives

Compensation Planning

Succession Planning

Wealth Preservation Techniques

Financial Structure

Financial Support


Banking and Cash Flow Management

Business and Personal Bill Payment

Coordinated Tax Planning and Compliance

Maintenance of Accounting and Tax Records

Insurance Review

Tax Returns

Personal financial statements

Contact Us

For additional information on Family Office at Hayashi Wayland, please contact Rob Lee. We respond promptly to all inquiries and look forward to hearing from you!