Family Office

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A suite full of services tailored to meet personal and professional needs

Whether it is governance, financial management, advisory or security — through a customized approach — Rehmann delivers peace of mind to family offices across the country.

Inventory ManagementTax 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.

Product CostingEstate Planning

Providing an all encompassing approach to financial planning and management, marshaling the combined strength of our tax and financial professionals, our goal is to provide confidence and financial health for generations to come.

Performance MeasurementWealth Managment

We identify your concerns about personal wealth 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.

Operational MeasurementAccounting & 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.

Related ServicesTechnology & Security

Backed by experienced engineers, technicians and consultants, we provide assessments, governance, managed services and networks — relentlessly delivering confidence in reliable IT solutions. In today’s world, you have to secure your family and your business from global threats. We can help with business due diligence, employment backgrounds, social media vulnerability scans and strengthening your digital threat awareness and resilience. Our consultants help showcase the many tools we can provide to protect your personal and financial data.


Memberships & Affiliations

Our advisors are active members of leading healthcare associations and organizations. This dedication enables our professionals to understand the day-to-day challenges of the industry and provide proactive ideas and solutions to help make your life easier. 

 FOX Advisor Member                    

Meet The Rehmann Team

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