Family Office Services
While substantial wealth provides an opportunity to pursue diverse passions, it is often accompanied by complex financial structures, multiple residences, and other multidimensional situations.
The administrative burden of managing all of these assets requires significant time, expertise, and organization. Our clients appreciate having an expert team in place to handle the ongoing management of the necessary information and moving parts that form the base of a solid personal financial structure. This, in turn, allows you to spend time doing the things you love.
Lau offers to provide, as appropriate:
- Investment portfolio aggregation and tracking
- Tax planning and preparation
- Cash management services for you and your family, including:
- The administration of accounts for payment of fees and capital calls related to traditional and private equity investments
- The administration of bill payment accounts for quick and easy invoice payments through our BillFree® service
- The facilitation of electronic transfers between your accounts and to third parties upon request
- Bookkeeping and record keeping
- Household and employee payroll
Your Lau team is dedicated to handling these tasks in a timely, accurate, and non-intrusive manner. Lau takes the time to build strong relationships with you and your advisors in order to understand your family’s unique situation and tailor services to fit your individual preferences and needs.