Yes, we work with individuals to stabilize and coordinate their team of professionals and their family’s team of professionals. We integrate and work closely with your wealth managers and attorneys to streamline and simplify your obligations and duties.
A lifelong partner for the details, challenges, and nuances of complex family office scenarios for individuals and their families.
Origin Family Office exponentially multiplies your most valuable resource: time. We are your partner for strategic, simple, and integrated family office services that fit your needs and lifestyle.
THE SERVICES YOU NEED AS YOU NEED THEM
Every journey has an origin – a place from which it starts and where it can go. Unlike traditional family offices, we only provide services that best fit your unique situation. Origin Family Office is your solution for better family office management.
ADMINISTRATIVE LEADERSHIP TO MANAGE YOUR LIFE
Origin Family Office serves as your chief of staff and your leadership so that your time becomes yours to spend. We provide the advocacy and expertise essential for your life by overseeing the details of your professional teams, managing multiple accounts, and coordinating schedules and logistics.
STRATEGIC GUIDANCE TO INTEGRATE YOUR LIFE
Multiple silos and responsibilities in your life compete for your energy and resources. Integration can save you both time and money. We champion the professional, legal, financial, and personal decisions that steer your family on a day-to-day, annual, and lifelong basis bringing cohesion and results into your life.
LONG-TERM PARTNERSHIP TO SIMPLIFY YOUR LIFE
Your priorities are yours. Our priority is you. The complexities of your life extend beyond what most people understand and yet require careful attention and agile responsiveness. At Origin, we navigate these complexities with you and for you — so that your time and energy are yours to spend.
Our team has a wide range of expertise. As such, we are able to provide multiple professional services, work with your existing team and/or give a second opinion. Our team includes administrative and organizational support, and experienced Certified Public Accountants (CPAs) and Juris Doctors (JDs).
Yes, we offer these services. As a CPA firm, we adhere to strict professional standards. We excel at implementing an internal control system to provide you peace of mind. We have an approval process and monthly reporting to help you stay informed.
Yes, we offer payroll services for our clients and can assist with the screening, hiring, and oversight of household employees. In addition, we can provide guidance on employee benefits if applicable.
We are an established CPA firm with 40+ years of experience. As such, our team provides the full scope of tax and accounting services found at a traditional CPA firm.
Yes, we currently provide trust support services including accounting, distribution calculations and beneficiary reports for our clients. We fully appreciate the legal, tax, and administrative requirements.