Alpine Mar understands the unique financial needs of high net worth individuals and closely held businesses, which is why we provide comprehensive family office accounting services tailored to your requirements. Our expert team specializes in a wide array of financial aspects, from tax planning to estate, succession planning, property management and investment management. We are dedicated to helping you manage your wealth effectively, ensuring that your family’s legacy is preserved for generations to come.

Our Core Family Office Services

• Family Offices: We are well-versed in the intricacies of management for family offices. Our services go beyond financial affairs; we offer comprehensive lifestyle management and property management to cater to your family’s unique needs.
• Tax Planning: Alpine Mar takes a proactive approach to tax planning. We help you minimize tax liabilities and optimize your financial strategies to protect and grow your wealth.
• Financial Planning: Our financial planning services are customized to your family’s goals and aspirations. We work with you to create a tailored financial roadmap to ensure your financial well-being.
• Estate, Succession, and Investment Management: We specialize in estate and succession planning, helping you preserve your legacy and ensure a smooth transition for your family. Our investment management strategies are designed to maximize returns while managing risk effectively.
• Cash Management: Efficient cash management is crucial for high net worth families and closely held businesses. We help you maintain liquidity while optimizing returns.
• Wealth Management and Risk Management: Alpine Mar’s wealth management and risk management services are designed to protect your assets and provide you with peace of mind.
• Family Trusts: We can assist you in setting up and managing family trusts, offering a flexible and effective way to safeguard your family’s financial interests.
• Financial Reporting: Accurate and timely financial reporting is essential for making informed decisions. We provide comprehensive financial reporting services to help you stay on top of your financial situation.
• Business and Asset Management: For closely held businesses, we offer business and asset management services to enhance efficiency and profitability.

Alpine Mar understands the complexities of managing the financial affairs of high net worth families and closely held businesses. We tailor our services to your unique needs, ensuring that your financial goals are met. Our team of experts brings a wealth of experience in providing a full range of wealth management services to high net worth individuals.