Family Office Solutions

Family Office Solutions is an accounting firm in Charleston, SC, specializing in comprehensive outsourcing of accounting and tax services for family offices. They serve both single-family and multi-family offices, providing personalized solutions such as personal and business accounting, partnership accounting, trust accounting, cost basis tracking, income tax planning, return preparation, cash flow analysis, budgeting, bill pay and payroll services, estate and gift planning, charitable entity planning, and foundation services. With over two decades of experience in public accounting, their team has distinguished itself through thoughtful client care and technology-driven efficiency. Family Office Solutions operates throughout the country but maintains a strong local presence.

Family Office Solutions is committed to delivering an outstanding experience to family offices and service providers by maintaining high levels of character, competency, and collaboration with their clients. The firm’s leadership includes Kevin St. Germain, who brings over 23 years of public accounting experience, primarily in income taxation and partnership taxation. Their team consists of highly motivated and skilled professionals dedicated to solving complex issues faced by ultra-high net worth families.

Family Office Solutions has a well-optimized website that search engines read cleanly and provides thorough, well-documented business information available online, making it easy for clients to find accurate details about their services and expertise.

Family Office Solutions stands out in Charleston as a leading provider of specialized accounting and tax services, offering unparalleled support to family offices through its commitment to excellence and innovation.

Services:

• Accounting
• Other Support Services
• Support Services
• Tax Services
• Tax Support