Madison Family Office is becoming the premier family office provider serving South Florida and the nation. For over 30 years their professionals have been involved in serving the specialized needs of high net worth individuals, families and their companies. They provide comprehensive planning, management and concierge services designed to grow and protect their wealth and assets.

Many residents of Aventura’s affluent community recognize the importance and value family office services. Family office services are not only relevant to Aventura, many individuals and groups are connected with family offices in Boca Raton, family offices in Palm Beach, and several other surrounding areas. However, in many cases, high net worth individuals, families and their companies are not connected with family office services – this is unfortunate. After an initial consultation and due diligence period, those individuals and families discover the significance of this type of service. They’re glad the connection was made and now have the comfort that their in good hands.

Why Madison Family Office?

What separates Madison Family Office is their service approach. Many family office providers primarily focus on wealth and asset preservation paying little attention to other key facts. While this is a core component of their work, they believe that to effectively serve each family they must first understand their human and intellectual needs. By becoming intimately familiar with these components, they are able to deploy a strategy and service approach that best fits their personal and business objectives.

Here the types of services provided by Madison Family Office:

Accounting Services:

• Interim CEO/CFO
• Investment Coordination
• Budgeting
• Cash Flow Management
• Monthly Reconciliations
• Bill Payment

Tax Services:

• Income Tax Planning
• Income Tax Compliance
• Estate Planning
• International Tax Planning

Advisory Services:

• Family Goal Setting
• Family Governance
• Buy/Sell Strategies
• Exit Strategies
• Succession Planning
• Investment Coordination
• Charitable Giving
• Concierge Service