Prague & Company, P.C. understands that the financial security of families and loved ones are of utmost importance to our clients. As the years have gone by, we continue to serve and have a strong relationship with the generations that have followed from some of our earliest clients. We work closely with each family to determine a comfortable and manageable approach to transferring assets among the family members in a tax efficient and secure manner.
Among the many family office services Prague & Company, P.C. offers, we provide the following:
- Advice on generational wealth transfers and strategies
- Overseeing management of fiduciary entities, including acting in a manager or trustee capacity
- Monitoring of federal and state legal requirements of entities
- Charitable giving alternatives
- Bookkeeping and recordkeeping, including bill payments
- For tax planning and compliance services, please see Other Entities under Tax Planning and Compliance Services