Family Office Services
Those looking for a partner to handle every aspect of wealth management for a family unit will find the most comprehensive family office in Fairman Financial. We work to protect and grow your wealth so that your family and future generations can make the most of it.
Our family office services alleviate your day-to-day cash management responsibilities so you can enjoy the wealth you worked so hard to attain
Wealthy families often find they have a host of financial administrative needs, including cash flow analysis, bill paying and personal financial reporting. We provide the necessary support to manage the burden of both complex and routine financial affairs. By centralizing these activities, you benefit from a high degree of support, reduced duplication of efforts and improved accuracy.
We will assign a team to cover your cash flow management needs. Frequent communication will ensure that everything runs smoothly. You can be assured that these personal and technical tasks are in capable hands and treated with the utmost confidentiality.
How can we help?
Cash Flow Management & Bill Pay Services
Overseeing cash flow including timely payroll, disbursements, and other payments
Personal Accounting
Preparing financial reports that analyze and document the various aspects of income, expense and net worth
Budgeting & Analysis
Helping establish budgets and analyzing transactions against the established budget
Form 1099 Tax Reporting
Preparation of required Forms 1099 and related personal/business filing requirements
Document Retention
Helping maintain and store important records and documents in an organized and secure manner
Would you like to learn more?
Get the most out of your finances—and your life—with wealth management that sees the full picture.
