Working with an audit and tax Firm is a key relationship for Family Offices. You need to provide assurances to the family members that someone other than management is looking out for the family's interests. 

At Jones and Kolb, our collaborative approach provides you with a high degree of personal interaction with our key decision-makers, and we work together to audit the family office, related foundation and real estate interest.  We are also actively involved with trust and personal tax planning and reporting.  Our family office services include financial management, financial reporting and accounting services that include compiled financial statements, forecasting/projections and more. We can provide you with the accurate and unbiased information you require to make vital decisions. Our attention to detail — during and beyond the planning process — provides the most cost-effective, timely and valuable service available.

Whether you need help with family business succession planning, advisory boards, growth challenges or conflict resolution, you may rely on our expert, objective advice to contribute solutions that will work for your business and your family. We will not lose sight of your family or your business objectives when we recommend accounting and tax planning solutions. You will benefit from our family business consultants who deliver first-rate financial advice that contributes to the successful future of your family business.

Other Industries

To learn more about our services to the retail, franchise & hospitality industry, contact us or by phone 404.262.7920.