FINRA's BrokerCheck

Family Office


Establishing a family office can provide a range of services that many individuals — or company executives  use to focus their energy on job-related issues, knowing that a professional is managing their financial affairs. Serving as a trusted advisor, Rehmann can help your family through times of need, giving you peace of mind that an experienced team will be assisting with difficult and timely decisions, for generations to come. 

Services

Tax preparation and planning

Rehmann holds a wealth of experience in tax preparation, compliance and strategic planning. From preparing your business, individual, or private foundation returns to creating a strategy to minimize your tax liability, our team of professionals will identify and create solutions that are customized for you.

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Full service accounting and bill pay

Rehmann’s accounting services range from full-service bookkeeping and payroll to software consulting and financial statement preparation. Our technology allows for online bill-pay, elimination of check-signing, and approval of bills before payments are made. We can also customize dashboards with key data, streamline your payables and receivables process end-to-end, and store and share documents online with unlimited document management through the Rehmann Wealth Path.

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Comprehensive financial planning

We identify your concerns about personal asset planning and investment analysis, retirement and estate planning, and education funding — and create a formal financial plan designed to achieve your objectives. You’ll receive tailored education and advice about employee benefits, taxes, investments and insurance.

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Family CFO

When Rehmann serves as your family CFO, we bring together the efforts of your entire top management team (Lead Counsel, CPA, CIO) in line with your goals and make certain that the work performed by other advisors is efficient and in the best interest of you and your family.

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Security services

Our technology and cyber security consultants can review and secure your IT systems so you can have peace of mind. We also perform pre-employment screenings, helping you to make the safest hiring decisions.

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Meet The Rehmann Team

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