Over the years, McKinnon Patten & Associates LLC, a Dallas CPA, has acted as a strategic financial advisor to many families providing wealth management, investment management and other financial and personal services required to manage the financial affairs of an entire family. We work with all of our clients to customize our services to meet the needs of each individual family.
Our services have helped many different people including busy business owners and professionals who do not have time to manage their assets; family members who want to separate their personal assets from a family business; and large families with many assets.
We can facilitate the professional relationships with your attorney, insurance consultant, bank, trust officer, and others required to meet the needs of family members.
Our family office services include:
- Estate planning
- Trust administration
- Tax planning and preparation
- Asset allocation analysis
- Investment management
- Cash flow and budgeting
- Financial management
- Banking and bill payment
- Document and record management
- Insurance management
- Succession planning
- Charitable giving and foundation management
Let us know how our Dallas CPA firm can help you with your family office needs. Call us today at 214-696-1922 and ask for Mark Patten to arrange a consultation.