Lang Allan & Company Family office

Family Office

The times are changing for family-owned businesses. Are you ready?

As the “baby-boomer” generation approaches retirement age, succession planning for the family business is essential for the security and continued success of the business itself, as well as for the current and future generations of your family.

Few family businesses use a formal process for managing their assets. In fact, with the exception of preparing a will, one in four family business owners has not completed any estate planning. Lack of succession, estate, and investment planning may dramatically affect or even prevent the successful passing of the reins to the next generation.

We Can Help.

Because we do not sell products, manage assets, or earn commissions, Lang Allan & Company CPAs PC can provide objective advice to your family on taxes, estate planning, investment income and loss reporting and business and family concerns in support of the family’s overall objective. At Lang Allan & Company CPA PC, we provide clients both sophisticated financial planning and comprehensive help with business and interpersonal issues. This enables you to design and integrate the planning you need for the future success of your family and the family business.

Financial Services include:

We recognize every family is different, so we customize a plan to meet the specific needs of our clients. Together, we help you Move Your Company Forward.

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