· MULTI-ENTITY · WEALTH COORDINATION · ESTATE · PRIVATE CLIENT
Family office complexity requires advisors who can see the whole picture.
Single family offices, multi-family offices, and family office clients face financial complexity that spans investments, tax, estate, entities, and generations. Archer Lewis provides the accounting and advisory expertise to coordinate it all.
Our Approach
Accounting and advisory that connects every piece of a family's financial picture.
Family offices coordinate financial affairs across investments, real estate, operating businesses, trusts, and family members at different financial stages. The accounting has to consolidate across multiple entities. The tax planning has to account for income from every source. The estate strategy has to integrate with the investment and business picture. Archer Lewis works with family offices and family office clients to provide the accounting precision, tax expertise, and advisory integration that complex family wealth requires.
What We Handle
Accounting and advisory services for family offices
From multi-entity accounting to next generation planning, our team handles the financial complexity specific to family offices.
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Multi-Entity Accounting
Accounting across LLCs, partnerships, trusts, and holding companies, consolidated and entity-level reporting that reflects the full family picture.
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Consolidated Financial Reporting
A single view of the family's complete financial position across all entities, accounts, and holdings.
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Family Office Tax Planning
Integrated tax planning across the family: individual, entity, and trust returns coordinated together.
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Trust & Estate Administration
Tax compliance and accounting support for trust and estate administration: Form 1041, estate tax returns, and trustee reporting.
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Investment Tax Reporting
K-1 processing, investment income tracking, and tax reporting for complex investment portfolios.
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Charitable Giving & Foundation
Tax compliance and accounting for private foundations, donor-advised funds, and charitable giving programs.
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Next Generation Financial Planning
Individual financial planning and tax services for family members at earlier wealth stages.
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Advisor Coordination
We work alongside your investment advisor, estate attorney, and insurance advisor to ensure every recommendation is consistent.
Uncoordinated family wealth often costs more than it needs to.
Tax decisions made without considering estate implications, investment decisions made without accounting for tax consequences, and entity structures that create complexity instead of solving it are common results of uncoordinated planning. Archer Lewis provides the coordination that prevents these gaps: accounting, tax, and advisory that work together across the entire family financial picture.
Talk to a Family Office AdvisorCommon Questions
What family offices ask us.
Multi-entity accounting and consolidation, investment income tracking and K-1 processing, trust and estate tax compliance, financial reporting for family members and advisors, and often private foundation or charitable giving compliance. The specific mix depends on the family's holdings, investment approach, and philanthropic activities.
We maintain the accounting for each entity separately (with consistent chart of accounts and reporting standards) and produce consolidated financial statements that give a complete picture of the family's overall financial position. The consolidation process eliminates intercompany transactions and presents the family's net position accurately.
Yes, and effective family office service requires it. We coordinate directly with investment managers on K-1 processing and investment income reporting, with estate attorneys on trust accounting and estate tax planning, and with any other advisors in the family's team to ensure everything is consistent and integrated.
We provide individual tax and financial planning services for family members at earlier wealth stages, coordinated with the family's overall financial picture. Starting those relationships early, before significant wealth transfers occur, produces better financial literacy and planning outcomes for the next generation.
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