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.
Financial Management
Establish Family Goals and Objectives
Compensation Planning
Succession Planning
Wealth Preservation Techniques
Financial Structure
Financial Support
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
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!
