Family Office Services

What asset is more important than time? No one seems to have enough these days, especially high net worth individuals who must deal with the mounting complexities associated with building and maintaining wealth. It’s virtually impossible to handle personal finances on your own anymore if you want to have time to relax and enjoy the fine lifestyle you’ve created. Let Spring Mill Partners act as your family’s “CFO” by providing these services and tending to other minor but important administrative tasks that will put valuable time back into your day, so you can focus on what is important to you. At Spring Mill Partners, we will always treat your family’s affairs as if they were our own.

 

Family Office Services include:

  • Accounting
  • Paying household bills
  • Monitoring investments
  • Budgeting
  • Reporting payroll for personal employees
  • Reviewing and monitoring insurance
  • Analyzing cash flow and managing debt
  • Planning income tax and wealth transfers
  • Managing documents