Appelrouth Farah & Co’s. Family Practice division, led by Neal Farr, focuses on giving practical, private, expert advice to its clients that addresses each client’s individual situation and needs for their everyday living to estate planning.  Whether a client has a moderate or an extensive estate or they need assistance in planning for the current generation and future succession, our Family Office Division takes its mission to heart.

Preservation of assets and protection for succeeding generations is a vital component of our practice.  We offer true multi-family office services.  Our staff combines the expertise necessary to offer real specialization in multi-generational and family issues and comprehensive management of your business and personal assets.  Our concern is for your personal well being.

We assist in establishing mechanisms for passing on and preserving wealth from one generation to the next and successive generations.  We will also help with tax planning the most effective structures and assist you with personal succession planning.   Even if you just need us to provide routine tasks such as the paying of bills or advocating for you with your medical needs we have the skills to offer you the best service and personal attention possible.

Our staff and consultants include combined degrees as CPAs and Attorneys, Attorneys with advanced degrees in taxation, Certified Public Accountants with specialized skills in tax compliance and planning, Social Workers. Our services include:

• Coordination of Professionals
• Estate Planning
• Philanthropic Planning
• Life Insurance Analysis
• Debt Structure and Analysis – Bank Financing
• Tax Return Preparation
• Foundation Management
• Entity Administration (FLPs, CLTs, CRTs, Installment Sales, etc.)
• Risk Management & Asset Protection Consulting
• Fraud Detection/Accountability
• Real Estate Management (Appelrouth Real Estate Advisors)
• Family Business Advisory
• Family Counseling/Family Meetings
• Sufficiency and Retirement Planning
• Document Management and Recordkeeping
• Bill Payment Services
• Personal Financial Statement Preparation
• Medical Advocacy

Our staff is always ready to assist you.  Remember…Success ● Your Goal ● Our Passion!

Mr. Appelrouth can be reached in our Coral Gables office at (305) 444-0999 extension 228 or via email at stewart@appelrouth.com.

» Click here to view Stewart Appelrouth’s resume

Mr. Farr can be reached in our Coral Gables office at (305) 444-0999 or via email at neal@appelrouth.com.