Gain Your Own Virtual Family Office Services Division with No Fixed Costs

Our Family Office Services program gives your clients the freedom to pursue their vision for their life while providing you with a comprehensive array of services to grow your business. 

Family Office Services fall into the following categories:

  • Business Services - helping business owners with strategic planning, financing strategies, exit planning, and wealth management services. 

     

  • Alternative Investments - providing a range of traditional and alternative investments with an eye towards coordinating with the client’s tax strategy. 

     

  • Strategic Relationship Management – offering concierge and management services to save clients’ time and make their life easier. 

     

  • Tax and Compliance - supplementing your core capabilities and handling excess demand or special situations.  

     

  • Family Governance - helping families with legacy planning and governance. 


  • Income and Estate Planning Tax Mitigation – providing proactive strategies to reduce tax liability in estate, liquidity, and disposition events including sale of a business or building. 


  • Charity and Philanthropy - Creating and managing advanced charitable structures to mitigate tax obligations. 

Here’s an infographic which shows the comprehensive nature of our services delivered through our vast network of experts: 

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And new CPA partners can pilot the relationship with an initial project to ensure it is a fit for both sides. 

Find Out if A Partnership with Array Might be Right for You 

Request more information by calling 1-800-301-2813 or click the button below.