Family Office Services

Giving You the Freedom to Pursue Your Perfect World

At Alvarez Company, CPA Firm, we are constantly striving to add more value to your life. That is why we offer Alvarez Company Family Office Services. With this program, we both simplify your wealth and achieve your goals through a multidisciplinary approach, cutting-edge strategies, and a collaborative process among specialists dedicated to reaching your objectives.

We Start with Your Perfect World

With Family Office Services, we start with your vision. We work with you to identify, clarify, and address those issues that would lead to your “perfect world.” We then bring in a team of the very best specialists from around the country to achieve your vision. By offering comprehensive, multifaceted solutions, we reduce the complexity of your wealth and free you to focus on the rest of your life—your career, your family, and the community in which you live.

A Single Point of Contact

Too often, wealthy individuals and families have to contend with a network of professionals who work in isolation from one another. That results in “solutions” that fail to work together cohesively.

With Alvarez Company Family Office Services, we draw on a team of specialists who collaborate with one another on your behalf while we serve as the single point of contact for all your needs.

You do not have to undergo the hassle of trying to decide which professionals would meet your various goals. We serve as your go-to resource, calling on the specialists who can bring your vision to fruition.

Outcomes to Simplify and Enhance Your Wealth

With Alvarez Company Family Office Services, we employ strategies that:

  • Reduce or eliminate income taxes
  • Reduce or eliminate taxes on highly appreciated assets
  • Eliminate estate and/or gift taxes
  • Protect assets from creditors
  • Reduce financial risk
  • Pass the full value of an estate to family and charities
  • Maximize the value of your business
  • Create an exit plan for you from your business
  • Implement cost-reduction strategies for your business
  • Pass your valuables along with your values to future generations
  • Free up time for what is most important to you

Ready to Get Started?

We look forward to helping you attain your vision for a perfect world, simplify your wealth, and free up your time for the rest of your life.
Contact us today at 813-938-2400 to get started, and we’ll have you take the five-minute “perfect world” questionnaire to identify, clarify, and address your issues.