Family Office Services

Managing global net worth can be an overwhelming task for high net worth individuals and their families. In response, Holsinger has developed a streamlined solution to what can be perceived as an insurmountable undertaking.

Using our robust software platforms, Holsinger can provide simplification and organization of a clients global holdings and cash flow management. Unencumbered by size and complexity, Holsinger family office professionals are equipped to manage client portfolios of all shapes and sizes, offering real time accurate global financial data at a moment’s notice. Currently serving domestic and international individuals, trusts, and families, Holsinger’s family office group can provide customized solutions to clients seeking assistance. Our family office services offer you peace of mind, knowing your financial matters are being handled with the utmost care.

Service offerings through our family office group include:

Global financial accounting services

  • Day-to-day accounting and data entry
  • Regular maintenance of financial records
  • Consolidation and global presentation of individual, trust and/or family statements of income, net worth and cash flows
  • Customized reporting solutions

Lifestyle management services

  • Day-to-day cash management
  • Bill pay, tracking and organization
  • Account reconciliation and maintenance
  • Investment tracking
  • Communication with third parties (banks, financial institutions, financial advisory groups, vendors, etc…)
  • Accumulation of tax information and submission to tax advisors

Other consulting services

  • Holsinger’s family office professionals have decades of experience serving high net worth individuals, families and trusts of all shapes and sizes. This experience allows for unmatched service and insight regarding a broad range of financial matters. This combined with access to Holsinger’s accounting and tax professionals offers a truly unique perspective into nearly any meaningful financial event.