Family Office

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 bill pay, to the long-term conservatorship of an estate. 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

  • Personal financial statements
  • Bookkeeping
  • 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

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

(831) 624-5333

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