Family Services Office

Independence, integrity, and honesty are the foundation of H&CO. We place professional responsibility above personal gain and always act independently. You can be certain that our advisors will protect and professionally manage the wealth you have accumulated through years of hard work.

Income tax planning and compliance for corporations and family members

From our family to your family - assisting you and your posterity thru the following services:

Establishing the
family office

Select the right family office structure to suit your estate needs.

 

Planning and
compliance

Strategic planning and compliance to further protect your wealth

Outsource
partners

Entity management, compliance, and monitor family business activities
Family-Office-HCO

Let's make the most
of your wealth through
H&CO's expertise

Dedicated advisors with experience in single
family offices, multi-client family offices
and ultra high net-worth clients - ready
to pave the way to your family's legacy.

Interested in seeking guidance around family office establishment?

Make an appointment to share your ambitions and goals around the management of your family wealth.

Resources and Information

IRS Extends the Deadline for Amending Eligible Retirement Plans

Notice 2022-45 was released by the IRS which extends the deadline for amending eligible retirement plans. This includes individual...

Net Worth Protection for Foreign Investors

According to statistics, the United States recorded a cumulative foreign investment of $6.15 trillion in 2020. This number is only expected...

How to Prepare Financial Statement Document

If you're a thriving business owner, you might be aware of the financial statement. In case you're not aware, we are here to help you with...