Accounting Services for High Net Worth Families and Private Charitable Foundations

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You and your family have spent much of your lives working hard to build your assets. Our clients trust us to provide investment accounting, payroll and day-to-day accounting services to high-net-worth families as well as their charitable foundations. We help you monitor your financials to see how it can impact your monetary retention and overall net worth.

Tax Services

Our goal is to protect your financial legacy.

We will look at all of your assets, sources of income, businesses and family situation to come up with the best ways to structure your investments.

We take care of:

  • Anticipating and responding to international and legal tax landscapes that can affect the way you manage and protect your wealth
  • Review your asset allocation using objective research and evaluations of investment advisors with institutional insight
  • Use as many tax strategies as possible to keep more of your money
Closeup low angle view of a woman using a manual adding machine to do the accounts in the office, vintage effect toned image.

Private Charitable Foundations

Your foundation makes a significant impact on the causes and projects you are passionate about. Like a business, a foundation has staff, requires oversight, operational systems and many transactions happening every day.

With increasing demands for transparency and efficiency, we help clients save time and resources by taking care day-to-day bookkeeping and financial reporting.

Our services include:

  • Compliance audits
  • Planned giving
  • Private foundation planning analysis
  • Taxable expenditures
  • Risk management

We offer bookkeeping and accounting services for high net worth families or private charitable foundations that includes:

  • Investment accounting
  • Holding companies
  • Trust accounting
  • Professionally presented cheques upon request

We also have custom services to cater to your needs.

When to Hire an Outsourced CFO

There are many situations when a company would benefit from having an outsourced CFO including when a company:


Experiences growth like adding new products or expanding in new markets


Needs to raise debt and equity capital by having the CFO attend meetings to establish expertise and negotiate terms


Scales their systems to handle growth and added complexity such as sales or business systems


Needs a financial forecast to help budget, restructure or analyze the company’s health


Maximizes margins by having the CFO analyze costs and pricing structures


Maximizes margins by having the CFO analyze costs and pricing structures

A CFO has access to a full range of finance talent which allows them to assemble temporary or longer term teams to achieve the company’s objectives.


Contact us if you have any questions about our accounting and bookkeeping services for high net worth families or your private charitable foundation. We are passionate about helping our clients preserve their hard earned assets and effectively distributing them to causes they believe in.