Family Office Services

We provide affordable comprehensive services to families seeking an outsourced
centralized CPA firm, including:

	Bill Paying
	Monitoring Income Receipts
	Consolidation of Investment Reports
	Accounting
	Tax Planning and Preparation

TeamGerber will simplify and organize your family affairs and together with the other members of your financial planning team will help define and sustain your values and create legacies. You'll always have a trusted group of multi-disciplinary experts around the table.

We offer a broad range of services, a high level of personal attention and the ability to put today's decisions in the context of their impact on the next generation. 

Our reports are user-friendly and we employ a "Dashboard" style using graphs, pie-charts and powerpoints in addition to traditional accounting formats - so that even the non-accountants in the family will be able to easily grasp the key data.

Gerber & Co CPAs Inc brings it all together for you conveniently, discretely, professionally and affordably.

For assistance with your Family Office, contact us.