Family Office

Appelrouth Farah & Co., P.A.’s Family Office Services Practice, led by Neal Farr, focuses on giving practical, private, professional advice to its clients that addresses each client’s individual situation and need from everyday living to estate planning.

Our mission is to help people. We’re grateful that many of our business clients trust us to protect and nurture their family’s interests. Whether a client has a moderate or an extensive estate, or whether they need assistance in planning for the current generation and future succession, our Family Office Division takes its mission to heart.

Our Approach

There is no greater honor than when our business relationships with clients evolve into the preservation of their families’ assets and protection for succeeding generations. We’d be honored to do the same for you. Our staff combines the expertise necessary to offer real specialization in multi-generational and family issues, with comprehensive management of your business and personal assets.

We assist clients in establishing mechanisms for passing on and preserving wealth from one generation to the next.  We will also help with tax planning the most effective structures and assist you with personal succession planning.   Even if you simply need assistance with routine tasks, such as the paying of bills or advocating for your medical needs, our experienced staff has the skills to offer you the best service and personalized, accessible attention possible.

Experts in Family Office Services

Our staff has just the right qualifications for your needs. You will benefit from working with an integrated team of Certified Public Accountants with specialized skills in tax compliance and planning, attorneys with advanced degrees in taxation.

Our services include:

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

Ready to learn more?

Get in touch with our team.