MCG Family Office Services

FEATURED

Tracy S. Spivey Practice: Tax Email | Bio

Tracey S. Spivey
Practice: Tax
Email | Bio

Jeanette A. Musacchio Practice: Consulting Services Email | Bio

Jeanette A.
Musacchio
Practice: Consulting Services
Email

Bennett Richardson Practice: Audit Email | Bio

Bennett
Richardson
Practice: Tax
Email

Cortney Hutchison Practice: Audit Email | Bio

Cortney
Hutchison
Practice: Family Office
Email

The experienced professionals in our Family Office Services practice are committed to providing you with the highest level of service, quality and excellence. We coordinate strategic tax planning as well as administrative and lifestyle management services to assist you with oversight of your family’s entire financial picture. Knowing that the various aspects of your financial life are often dynamic and multi-faceted, we are committed to understanding your unique set of circumstances and specific needs. We work closely with your family’s other advisors such as banks, trustees, investment bankers, attorneys, and other outside professionals to tailor customized solutions providing complete alignment of your current and long-term family wealth objectives. Our forward thinking approach ensures that our recommendations are always timely, intelligent and innovative.

Tax Planning and Return Preparation 

  • Advanced tax planning strategies
  • Transactional planning for closely held businesses
  • Representation before tax authorities
  • Business information & entity selection
  • Individual, corporate, partnership, fiduciary, gift, estate and foundation tax return preparation

 

Estate, Wealth Transfer and Charitable Planning

  • Tax efficient wealth transfer planning
  • Host family meetings
  • Asset protection planning
  • Philanthropic planning

 

Personal Financial Management and Reporting

  • Customized personal financial reporting
  • Cash flow planning and projections
  • Expense management and reporting
  • Domestic employee reporting
  • Private jet ownership analysis
  • Concierge services
  • Bill payment and payroll services
  • Record keeping and retention
  • Information returns (1099’s, W-2’s)

 

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Montgomery Coscia Greilich LLP
Dallas | Fort Worth | Austin
2500 Dallas Parkway, Suite 300
Plano, TX 75093
(972) 748-0300
info@mcggroup.com

     

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