Personal CFO and Family Office Accounting Services

Through personal CFO and accounting services for families, individuals and businesses, Reese Henry & Company is experienced in customizing streamlined accounting and financial services just for you. By understanding your personal goals, we are able to provide recommendations for efficient and effective solutions. Our broad range of experience allows us to offer you seamless services with client confidentiality and trust being the highest priority.

 

Our personal CFO and family office accounting services include:

  • Accounting and financial reporting services for individuals, families and businesses 
  • CFO and controller services
  • Home office management
  • Bill pay services
  • Individual and business tax preparation and planning
  • Wealth transfer strategies
  • Estate and gift tax
  • Trustee and estate administration services 
  • Investment review
  • Charitable giving
  • Private Foundation administration and tax services
  • Insurance and risk management
  • Retirement and succession planning