Morgan, Jacoby, Thurn, Boyle, & Associates, P.A.
Certified Public Accountants
Other Services

Family Office:

MJTB provides Family Office services for  high net worth individuals and family groups. Our team provides professional and coordinated administration of your personal and financial interests of the family or family group. Through a proactive planning process we work closely with each client, as well as their legal and financial advisors, to understand their situation and develop customized solutions to address those needs.

 

Our Family Office service includes:

  • Personal financial statements
  • Business and Personal Bill Payment
  • Maintenance of Accounting and Tax Records
  • Wealth Preservation Techniques
  • Tax Planning Strategies
  • Coordination of Wealth Transfer Process
  • Trust and Estate Administration
  • Charitable Giving Strategies
  • Trust and Foundation Establishment
  • Foundation Administration
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