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Weaver Private Client Services helps clients manage and preserve their personal wealth. Our clients can expect confidentiality, timely delivery of services, clear communication, accessibility, depth of resources, fiduciary mindset, a nonjudgmental perspective and help educate the next generation.
Family circumstances change over time for a variety and unique reasons. The need for specific services may change as well.
Below is our list of Family Office Services. Weaver works with you to customize which services best fits your needs.
Private Client Services: Family Office Services
Accounting & Administration ⊲ Personal financial statements ⊲ Bill pay ⊲ Entity accounting - monthly, quarterly ⊲ Coordinate payroll services ⊲ Document management ⊲ Performance evaluation
Tax Compliance & Planning ⊲ Federal & state income tax ⊲ Estate, gift & trust tax ⊲ International tax ⊲ Private foundations ⊲ Family limited partnerships ⊲ Entity structuring ⊲ Qualified/non-qualified/IRA distribution planning ⊲ Residency requirements ⊲ IRS representation
Wealth Planning and Preservation ⊲ Develop objectives ⊲ Retirement planning ⊲ Cash flow ⊲ Risk management & asset protection ⊲ Family planning & education ⊲ Coordinate with other advisors ⊲ Philanthropy and legacy planning
© Copyright 2018, Weaver and Tidwell, L.L.P.
Weaver has offices in Austin, Conroe, Dallas, Fort Worth, Houston, Los Angeles, Midland, New York and San Antonio. For more information visit weaver.com.
For more information contact: Elizabeth Bunk, CPA, CFP Partner-in-Charge, South Texas Private Client Services [email protected] 832.320.3220
Justin Reeves, CPA Partner-in-Charge, North Texas Private Client Services [email protected] 972.448.9247