Family Office & Concierge Services

Bacchioni & Company, CPAs, P.C. will manage a family’s personal affairs through a coordinated approach with other professionals. Our service includes extensive planning, management, and concierge services focused on growing and protecting the client’s wealth, assets and interests. We will utilize our knowledge and experience as well as quarterback the other efforts with attorneys, financial advisors, and other professionals where applicable to meet the personalized needs of each client. Family office and concierge services provide the benefits of better financial management, eliminated administrative burden, and most of all peace of mind.

Our Family Office Services include:

  • Estate, tax and financial planning
  • Asset management
  • Risk management
  • Philanthropy planning and management
  • Bill paying, cash flow management & recordkeeping
  • Develop financial reporting packages
  • Household payroll and reporting

Our Concierge Services include:

  • Property management
  • Insurance oversight
  • Manage household services