179 Northampton
Street, Suite B Easthampton, MA 01027 Office: (413) 527-8159 Fax: (413) 527-7921 1350 Main Street, 15th
Floor Springfield, MA 01103 Office: (413) 733-8288 Fax: (413) 733-9433
"Delivering the service that you
want"
FAMILY OFFICE SERVICES
Our family office team has the financial expertise, knowledge,
objectivity, experience and administrative skills needed in managing the
financial ramifications of life events. We work closely with our clients to
design a plan of services and approaches that suit their unique needs, such
as: ·
Tax compliance ·
General accounting and financial reporting
services ·
Bill paying and check writing functions ·
Financial planning ·
Payroll services ·
Guidance and recommendations for complete family
insurance needs ·
Fiduciary services These services represent efficient and cost effective
alternatives to a personal administrative assistant or a bookkeeper. We do not take custody of our clients’ assets or
recommend that clients buy or sell any investment assets. We work with
financial advisors, insurance brokers and other professionals to facilitate
a smooth and efficient process to help clients obtain their objectives.
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