Family Office

Dickson CPAs

We create customized solutions for high net worth individuals and families to meet their goals and objectives. We work together with their professional advisors to give our clients the peace of mind that comes from knowing their finances are being handled by experienced people they can trust.

Our family office services integrate into our other service areas by collecting and organizing financial information about our clients. This information allows us to provide customized services in our other service areas when required and in an efficient manner.

I want peace of mind knowing that my financial obligations are being taken care of and my assets are identified.

Family Office Support

  • Pay bills and monitor invoices
  • Preparation of payroll filings
  • Indexing of important documents

I want to understand my assets and cash flows.

Financial Reporting

  • Customized financial statements
  • Cash flow projections
  • Performance analysis

How are my investments performing?

Investment Analysis

  • Internal rate of return
  • Basis tracking
  • Asset allocation to minimize taxes

Individual Services

Personal tax returns and much more. Learn how we can help you save.

Business Services

Strategic planning individually customized for each client.

Trusts & Estates

Let us worry about your estate and trusts so you don’t have to.