Family Office Accounting Services
Holistic, Personalized Financial Management
Our experts provide outsourced accounting and financial coordination for high-net-worth families and multigenerational estates. Confidential, consistent, and CPA-led.
Comprehensive Financial Oversight for High-Net-Worth Families
Duffy Kruspodin provides outsourced family office accounting services for high-net-worth individuals and multigenerational families who need dependable, end-to-end financial, confidential support. We manage day-to-day accounting, coordinate with your advisors, and help ensure your financial affairs are organized, documented, and running smoothly.
Whether you’re managing multiple entities, tracking family assets, or preparing for generational wealth transfer, we bring structure and support to help you stay in control.
Family Office Services We Provide
Our family office accounting services are designed to meet the full spectrum of your financial needs — from accurate books and budgeting to charitable giving and estate planning coordination.
- Bookkeeping and financial statement preparation
- Cash and expense management
- Budgeting and forecasting
- Aircraft and yacht accounting
- Charitable planning
- Coordination with wealth managers and advisors
- Insurance and risk review
- Banking relationships and loan application support
- Support for trusts, estate planning, and tax filings
- And more!
We work closely with your legal, investment, and estate teams to ensure alignment across your full financial picture — without duplication, delays, or gaps.
Why High-Net-Worth Families Work With Us
- Trusted by High-net-worth Families for Over 30 Years – We work with discretion, consistency, and a deep understanding of how financial operations must adapt across generations.
- Hands-on Support, Tailored to Your Needs – Our team becomes a direct extension of yours — responsive, proactive, and easy to reach.
- Integrated Accounting and Advisory Services – With in-house tax, assurance, and advisory teams, we offer broad expertise under one roof, aligned with your long-term goals.
Related Services
Guided by Experienced Leadership
MIRIAM KAPLAN, MBA, CPA
Partner, CAS Practice Leader
Let’s Talk About What You Need
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