Family Office Solutions is here to serve you. We offer a broad range of helpful and convenient services. Learn about what sets our firm apart and makes us your best choice for services.
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Differentiating Factors
- Credentialed Employees; Licensed CPA Firm in the State of Delaware
- Sophisticated Planning Expertise
- Ability to Communicate Complex Matters in a Clear, Straightforward Way
- Experience Enables Provision of Solid Operational Structure
- Enterprise Succession Plan for Next Generation
- FOS Staff Structured to Service Future Generations
- Designed to Operate in a Changing Environment
- Synergies from Staff Skillsets and History
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Disaster Recovery
- Improved technology environment allows staff to access client files remotely and securely from any location.
- Regularly scheduled back up of server data, off-site storage facility, and off-site technology support group.
- Accessibility is available via personal computer, tablet, and/or smartphone.
- Staff members all reside in close proximity of each other and within short driving distance of a temporary office site providing computer, phone, copier, and office services.
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