Collaborative Trust Accounting & Administration

Akram has a robust practice focused on serving family offices, with clients ranging in size from Single Family Office (SFO) to Multiple Family Office (MFO) and their generations. We feel proud to be savvy in luxury tax planning. Every family has a unique set of needs that can change very quickly, and Akram family office specialists take the time to really get to know you and your family’s specific goals and challenges.

We offer a flexible range of services that can be customized to meet your daily and ongoing needs. We understand how important it is to work collaboratively with families and their family members, attorneys, bankers, and other trusted advisors, all while maintaining the utmost privacy and confidentiality.

Akram’s Family Office Financial Services include:

• Wealth preservation, protecting your assets from creditors and other third-party collectors
• Personal CFO, investment accounting, reconciliation and analysis
• Budgeting, record keeping, and cash flow management
• Luxury tax Planning & Optimization
• Household management, paying your bills, banking, handling your budget and cash flow analysis
• Managing collectibles, luxury goods and vehicle ownership, purchasing and financing major assets
• Overseeing wealth managers, estate planners and other trusted advisors

Family Office Customized Offerings

Akram's team of dedicated professionals works closely with families and family offices to navigate the complexity of wealth preservation objectives. We provide an array of customized solutions that integrate our core tax and advisory services to a particular family’s unique needs.

Family Office Customized Offerings include:

• Business Structuring, Entity Formation, and determining what type of business structure to create
• Strategic Philanthropy, developing a strategic charitable giving plan to pass from generation to generation
• Creating a philanthropic avenue to carry on your values and legacy, Implementing charitable giving and getting the whole family involved
• Establishing foundations and trusts and coordinate Trust and Estate Planning with legal advisors
• Tax Planning and Trust and Estate Planning
• Reducing your exposure to income and estate taxes
• Efficient care of complex Tax preparations

Family Office Industry Events

Akram frequently sponsors events across the country that are relevant to Family Offices, Alternative Investment fund managers, and High Net Worth Individuals. See our Events & Conferences page for this year's schedule.

Learn More

• Family Office Guide
• Trust & Estate Planning
• New Business Formation
• Tax Planning
• Conferences & Events