Family Office

OUR SERVICE

Presti & Naegele's

Family Office Services

At Presti & Naegele, we empower individuals and businesses through expert advisory services. With personalized guidance, we build enduring partnerships and contribute to sustained success.

We are aware that in today's world, legacies are dynamic.

Tailored Family Office Services

We are here to help when you expand or company objectives change, offering more advice and advantages. Working with Presti & Naegele entails ongoing advancement toward a more fulfilling future.

When your family office develops, we will always suggest fresh, creative ways to fulfill the most intricate requests. Our experts will help you on your journey to leaving a lasting impression.

We play a vital role in managing the financial affairs of affluent families. Providing assistance and oversight in Accounting Services, Family Governance, Financial Planning and Analysis, and Investment Management

Accounting Services

• Financial Statements: Prepare accurate financial statements for the family office. These statements provide a clear picture of the family’s financial health.

• Budget Management: Manage budgets, track expenses, and identify cost-saving opportunities.

• Tax Compliance: Handle tax-related matters, ensuring compliance with tax laws and optimizing tax strategies.

• Day to Day Management: Personal record keeping and bill pay.

Family Governance

• Collaboration: Work closely with family members, legal advisors, and other professionals to establish effective governance structures.

• Succession Planning: Assist in succession planning, ensuring a smooth transition of wealth across generations.

• Risk Mitigation: Help mitigate financial risks by implementing robust internal controls and reporting mechanisms.

Financial Planning Oversight

• Projection and Strategy: Assist in projecting and strategizing the family’s financial goals. Analyze income, expenses, investments, and tax implications to create effective financial plans.

• Risk Assessment: Evaluate risks associated with investment decisions, estate planning, and other financial matters.
  

Investment Management Oversight

• Portfolio Oversight: Monitor performance and assess risk.

• Due Diligence: Conduct due diligence on potential investments, ensuring alignment with the family’s objectives.