Many potential partners ask, “What makes a good candidate firm for a Family Office Services Division?” 

We find our partner firms each have their own unique fingerprint, yet there are some common characteristics: 

• An established tax or bookkeeping practice with a client base that includes some high-income or higher-net-worth business owners and families. Some of our partners are second or third-generation firms and have second and/or third-generation clients. 

• At least one firm partner who is committed to getting out of the commodity tax services “box” and offer strategic services proactively to their clients. 

• While some of our best partners have dabbled in Family Office Services prior to working with Array, we require that an ongoing relationship means Array is your go-to partner. We pilot an initial project together to make sure this is a win-win relationship. 

• We prefer that our CPA partners be the relationship managers and be comfortable working with and delegating to an extended team. The nature of the client problem and the selected solution drive how each problem is solved. 

• The best partners have an open mind about how to grow their firm and can work “on their business” with our assistance, not just in it. The idea is not to work harder but to work smarter.         

Array Partners is primary focused on adding CPA partnerships East of the Mississippi, but is open to select opportunities in other geographies of the US. 

Below are some situations where Array Partners has helped.