Armanino has more than 35 years of experience advising families similar to yours on how to manage their day-to-day financial, investment and family concerns. Our team of qualified experts can assist you and your family with:

Personal CFO

• Managing your day-to-day finances and payroll Investment accounting, reconciliation and analysis
• Budgeting, record keeping, tax planning and cash flow management
• Overseeing wealth managers, estate planners and other trusted advisors
• Centralized document storage

Business Structuring

• Determining what type of business structure to create
• Financially forming, growing or dissolving your business
• Reducing your business’s tax rate

Household Management

• Managing payroll of household staff and tracking of independent contractors
• Paying your bills, banking, handling your budget and cash flow analysis
• Managing collectibles, luxury goods and vehicle ownership
• Purchasing and financing major assets

Strategic Philanthropy

• Developing a strategic charitable giving plan to pass from generation to generation
• Creating a philanthropic avenue to carry on your values and legacy
• Implementing charitable giving and getting the whole family involved
• Establishing foundations and trusts
• Providing education for you and your family

Legacy Planning

• Educating your family on finances and investments
• Developing a strategic plan to preserve your family legacy and tell your story
• Transferring your wealth to your family in a way that protects their well-being
• Establishing clear roles and responsibilities for you and your family

Wealth Preservation

• Protecting your assets from creditors and other third-party collectors
• Reducing your exposure to income and estate taxes
• Working with your other trusted advisors to develop a protection strategy

We also offer our clients a comprehensive document tune-up, in which we compile all important accounts, documents and relationships associated with the running of a family organization and assess them for maximum effectiveness.