With greater financial worth comes greater responsibility. At O’Connor & Drew, P.C., we understand this. Our firm has worked to help affluent families with significant wealth organize and manage their finances for over 50 years. The professionals at O’Connor & Drew P.C. have the technical expertise and resources to provide family office support services, act as consultants to internal family office groups, and advise our clients’ on sophisticated tax and financial planning strategies.

O’Connor & Drew, P.C. experts offer specialized tax packages and compliance planning services that include an analysis of marital status and residency issues. Our goal is to make our clients aware of their financial situation and options. Our goal is to have clients make informed decisions and know outcome of each significant decision. We also assist affluent families with the use of special philanthropic entities, such as private foundations, charitable remainder trusts, and charitable lead trusts. We offer financial guardianship services, including bill paying, portfolio maintenance and reconciliation and budget planning.

All of these areas can have significant tax implications if not managed properly. Given the ever-changing requirements of tax and government authorities, it’s imperative that you obtain the best guidance and planning possible. Call and ask to speak with an O’Connor & Drew, P.C. professional today to see how we can help you.