About Family Office Services

SFS’s approach and business model is unique and quite different than other firms providing similar accounting, tax, and strategic financial services and goes above and beyond your typical accounting firm.

SFS believes that no one person - or for that matter, no one firm - can be all things to all people; attempting to do so can create disillusionment and a false sense of security for the firm’s clientele. It can often times create a bias and limit the creativity for outside solutions to (sometimes) complex issues.

In order to maintain complete objectivity, independence and full transparency, the firm believes a Family CFO should outsource virtually all of the products and services provided to and for the family, and thus act as an overseer of the process. SFS feels true value comes from 'it takes a village' approach; whereby SFS engages independent third-party Service Providers to develop and implement the various products and services that meet the goals and objectives as well as the needs of the client (family).

SFS management realizes that this business model is not for all prospective family (clients); it may not feel comfortable for all people.

However, for those families desiring to obtain the best advice, build a team around their family and treat such [family] unit as a long-term, sustainable entity, this could possibly be the solution (they have been searching for) to achieving their long-term goals and objectives.

Our philosophy is, "in order to be effective and obtain long-term success in helping families, one must possess a passion for helping others and possess a conviction of the heart;" serving a cause greater than yourself (the needs of the family) and a conviction of the heart to make tough decisions; that at that time, may not be the most popular view, but in the long run, will aid in the overall health and welfare of the family.