Friedman, Suvalle & Solomon, PC

FAMILY OFFICE SERVICES

INTRODUCTION

Financially independent families have complicated financial and operating affairs which often times require the attention of a personal manager. At Friedman, Suvalle & Salomon we work with family members, service providers, and vendors to organize and resolve day-to-day financial requirements and concerns.

We invest a great deal of energy in building strong relationships with you and your family. By knowing you better, we can provide the managed support and financial guidance you need – to live the lifestyle you want.

HELPING RELIEVE THE ADMINISTRATIVE BURDEN

We relieve you of administrative burdens by paying your bills, managing your books, preparing your financial statements and taxes, and coordinating with attorneys, bankers, investment managers and insurance agents. And we work closely with your employees to ensure timely solutions to your day-to-day operating issues.

We have the knowledge, experience, and ability to meet and solve your complicated needs. We are committed to building a relationship that benefits your future.

If you have any questions about our Family Office Services, or would like to schedule a consultation, please contact Steve Schwartz.

SEE OUR OTHER FAMILY OFFICE SERVICES BELOW

Introduction

Financial Management

Liaison Services

Tax Planning and Compliance

Investment Oversight and Control

Additional Services

Summary