Michael and Company, CPA 1-877-718-2937

Turning Vision into Value 

Family Office

CPA for Family OfficeOver the years, Michael and Company, CPA, an estate and trust CPA, has acted as a strategic financial advisor to many families providing wealth management, investment management and other financial and personal services required to manage the financial affairs of an entire family. We work with all of our clients in areas like Los Angeles, San Diego and Bakersfield to customize our services to meet the needs of each individual family.

Our services have helped many different people including busy business owners and professionals who do not have time to manage their assets; family members who want to separate their personal assets from a family business; and large families with many assets.

We can facilitate the professional relationships with your attorney, insurance consultant, bank, trust officer, and others required to meet the needs of family members.

Our family offices services include:

We've worked with families in Los Angeles, Fresno, San Francisco and throughout the Central California and Las Vegas areas. Call us at 1-877-71-TAXES to find out how Michael and Company, CPA can help manage the financial interests of your family. We offer a free initial consultation to new clients.