Family Office Services for High-Net-Worth Families

Protecting your wealth today. Growing your net worth for tomorrow.
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UNDERSTANDING FAMILY OFFICE

What is a Family Office?

A family office is a private wealth management structure that coordinates every dimension of a high-net-worth family’s financial life from investments and taxes to estate planning and day-to-day lifestyle needs. Family offices may serve a single family (single-family office) or a small group of families with shared goals (multi-family office). They can span one generation or provide continuity across many, adapting to each family’s unique complexity and values. Beyond financial management, a family office can also handle non-financial matters such as private schooling arrangements, travel logistics, household staffing, and more.
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$100 M+

Typical asset threshold for a single-family office

Who benefits from family office?

High-net-worth individuals, business owners, executives, and multi-generational families.

360 Degrees

Integrated view of financial & lifestyle needs

WHY REID FAMILY OFFICE

A firm that sees the full picture

We bring together CPAs, tax strategists, and financial advisors under one roof, so nothing falls through the cracks.

Integrated Expertise

Our team combines accounting, tax, financial advisory, and estate planning — providing a single, cohesive strategy rather than siloed advice.

Personalized Approach

We take time to understand your family’s specific values, objectives, and concerns before crafting recommendations — no cookie-cutter frameworks.

Long-Term Partnership

Family wealth is built over generations. We provide continuity and evolving guidance as your family’s needs and goals change over time.

CORE SERVICE AREAS

Comprehensive Family Office Services

Four integrated practice areas working together to protect, optimize, and grow your family’s wealth.

01

Tax Planning, Strategy & Preparation

Proactive, year-round tax planning designed to minimize liability and maximize after-tax wealth. Our CPAs develop individualized strategies for federal, state, and local taxes — including trust and estate tax considerations.
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02

Estate, Philanthropy & Legacy Planning

Preserve your wealth and pass it on with purpose. We help families structure trusts, charitable vehicles, and succession plans that reflect their values and minimize estate taxes across generations.
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03

Process & Operational Support

Streamlined oversight of your family office’s day-to-day financial operations — from bill payment and cash management to reporting, budgeting, and financial controls — so nothing is missed.
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04

Advanced Technology Solutions

Modern family offices need modern infrastructure. We implement and manage consolidated reporting platforms, portfolio aggregation tools, and digital workflows that give you real-time visibility into your financials.
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BEYOND THE BALANCE SHEET

Lifestyle & Concierge Services

A truly comprehensive family office extends beyond finance. Reid also coordinates the details of your personal and household life.
  • → Mail and postal service delivery management
  • → Real estate management and oversight
  • → Risk management and insurance coordination
  • → Single- or multiple-household planning
  • → Purchase or sale of major assets
  • → Travel arrangements and logistics
  • → Domestic staff screening, hiring & payroll
  • → Lifestyle planning and personal concierge
    • HOW WE WORK

    Your Path to a Secure Financial Future

    We follow a structured, collaborative process to understand your needs and deliver lasting results.

    Discovery

    We learn about your family’s wealth, values, goals, and current structures in a confidential consultation.

    Strategy

    Our team develops a tailored, holistic plan covering tax, estate, investment, and operational needs.

    Execution

    We implement your plan with precision — coordinating across tax, legal, and financial disciplines.

    Ongoing Partnership

    We continuously review, update, and optimize your plan as your family’s life and goals evolve.

    COMMON QUESTIONS

    Family Office FAQs

    What is the difference between a single-family office and a multi-family office?
    A single-family office exclusively serves one wealthy family and is typically established when assets exceed $100 million. A multi-family office, like Reid’s model, serves multiple families, allowing clients to share infrastructure costs while still receiving highly personalized, dedicated service.
    How much wealth do I need to benefit from family office services?
    While a standalone single-family office is typically cost-effective at $100M+ in investable assets, a multi-family office structure like Reid’s can deliver similar benefits at lower thresholds. The right trigger is complexity, not just asset level — if you have multiple entities, estates, or generations involved, a family office approach likely makes sense.
    Does Reid provide investment management as part of family office services?
    Reid focuses on the accounting, tax, operational, and advisory dimensions of family office management — coordinating with investment managers and other advisors to ensure your full financial picture is aligned and optimized.
    Can Reid help set up a family office structure for the first time?
    Yes. Whether you are evaluating whether a family office structure is right for you, building one from scratch, or optimizing an existing structure, Reid’s professionals can guide you through every phase — including entity design, governance frameworks, and technology implementation.

    Ready to Simplify Your Family’s Financial Life?

    Schedule a confidential consultation with a Reid Family Office specialist to explore how we can help protect and grow your family’s wealth.
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