Providing expertise to meet the needs of each business family

Burkett Family Office Services clients are successful business families. The experience and integrity of our team lays the groundwork for a relationship of trust. We provide excellence in the services we offer and create personalized solutions to ensure successful outcomes for each family.

Wealth planning 
and strategy

Our Family Office service provides a clear strategic path for wealth management, tailored to each business family. Family support, estate and inheritance planning are integral to decision-making.

Administration

We offer comprehensive administrative services such as providing back-office functions for holding companies, assisting with cash management, tracking filing deadlines, and facilitating renewals and payments.

Communications

Communication is proactive and responsive. In addition to quarterly updates covering the current tax situation, investment performance, financial planning, and ongoing projects, clients receive a monthly update on a tailored task list. We also provide an annual review of our clients’ strategic path.

Relationship management and coordination with other external parties

Burkett Family Office Services can facilitate managing relationships, both between family members and with external parties. We coordinate with clients’ advisors, such as legal, financial, accounting and human resources professionals.

Security, storage 
and technology

We use a cloud-based digital vault platform that provides secure document exchange and storage, to organize and manage our Family Office clients’ information and documents. Clients have full access to their records at any time and access can be granted to other family members or advisors.

Philanthropy

We can structure a variety of solutions for our clients to ensure that philanthropic initiatives are aligned with clients’ values and are optimal for wealth and tax planning.

“Family Office Services combine to provide a holistic approach, tailored to each individual client’s requirements that addresses both financial performance and inheritance planning.”

- Kevin Burkett, CPA CA CFA