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
- Personal financial statements
- 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!