Louis Plung

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Louis Plung & Company’s Family Office services provide individuals and multigenerational families with services that are specifically adapted to their wealth preservation, lifestyle management goals, and philanthropic objectives. We are trusted advisors to affluent families across the country, and our expertise in estate, tax, and succession planning complements the unique needs of Family Offices.

Services range from personal bookkeeping and accounting to management of multiple residences. We know that every family has different concerns and priorities; that is why our Family Office services are customized to fit the individual client’s needs.

Our full range of family office services includes:
•    Personal bookkeeping and accounting
•    Tax planning and compliance
•    Due diligence prior to a portfolio investment
•    Other investment support services coordinated through external specialists
•    Estate and succession planning
•    Gift planning strategies
•    Risk management
•    Managing multiple residences
•    Payroll accounting for personal and household employees
•    Property management

Family Offices benefit from an independent team of advisors to help them face the challenges associated with managing substantial assets in a changing marketplace. We help clients have more control over their long-term planning and ease the transition of generations. Contact us for a complimentary consultation.

Specialists

 
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Our professionals who specialize in Family Office services are:

 
Earl Kaiserman

Earl Kaiserman

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Dennis Loughran

Dennis Loughran

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Louis B. Plung

Louis Plung

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