The Family Office Group at Durgin Otterson Bruzzone, LLP focuses on assisting the family offices of wealthy clients with the operational needs of managing the family office and personal holdings of the family. We coordinate with the family office CFOs, wealth managers and tax advisors to implement the unique multi-generational plan for each family.
- Entity formation – Selecting and forming the correct entity within which to operate the family office and hold family assets.
- Human resources – Assist in employee related matters including benefits administration.
- Flight operations for private aircraft
- Acquisition, disposition and management of estate properties
- Insurance review and coordination
- Service agreement negotiation and supervision including contractors and maintenance personnel
- Formation and management of family LLC’s and partnerships