Family Offices

Smith & Howard’s family office group provides financial services to family offices, high net-worth individuals, business owners, private foundations, endowment funds and others. We recognize that the desires and requirements of this market are to not only preserve wealth and grow financially, but to have the assurance that the financial matters of those involved are handled with complete discretion and confidentiality by highly qualified professionals.

We firmly commit to an extraordinarily high level of personal service and complete confidentiality. Our family office services include financial planning,

financial management, financial reporting and accounting services that include compiled financial statements, forecasting/projections, business valuations and more. We can provide you with the accurate and unbiased information you require to make many vital decisions. Our attention to detail — during and beyond the planning process — provides the most cost-effective, timely and valuable service available.