Family Office Accounting Services
Consolidated reporting, entity by entity, for families managing real complexity. One clear picture across the businesses, trusts, and investments.
A team that already speaks your language.
The same four commitments on every family office accounting services engagement.
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Industry-fluent partners
A CPA who knows your vertical from day one. No ramp-up, no "explain that again" calls.
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Reporting that fits your vertical
Beyond GAAP: the metrics your investors, lenders, and operators actually care about.
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Tested playbooks
We've already solved the questions you're about to ask. Faster engagements, fewer surprises.
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A network already in place
Lawyers, lenders, brokers, and insurers who already know your space. Your shortlist gets shorter.
From day-to-day books to high-stakes transactions.
The most-booked services in this vertical — start with one or wrap them into a single engagement.
- Tax Strategy We provide comprehensive, long-term approaches to taxation that align with your financial goals, using innovative and strategic measures to maximize tax advantages over time. Learn more
- Fractional CFO Our part-time CFOs offer strategic, high-level financial expertise without the full-time CFO commitment, thereby providing small and medium-sized businesses access to skills typically reserved for larger corporations. Learn more
- Tax Planning At Alpine Mar, we understand the importance of accurate and efficient income tax preparation. Learn more
What to know before you hire.
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.
Alpine Mar has been an excellent accounting partner for Aampe. Their team expertly handles our bookkeeping and financial modeling with impressive responsiveness and flexibility. They listen to our feedback and customize models to fit our specific needs, while also proactively suggesting industry best practices and benchmarks that help us present a clear financial picture to investors. Highly recommend Alpine Mar for any company seeking reliable, knowledgeable, and client-focused accounting services.
Alana Wilder
Google review · a year ago
A firm that knows your world,
not just your numbers.
Beyond the books: we know the industry mechanics — revenue recognition quirks, deduction levers, regulator behavior, and the benchmarks your investors care about most.
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Specialized by vertical
Construction, healthcare, SaaS, family office: every industry has its own playbook and we know yours.
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Benchmarks that matter
We know the industry KPIs investors and lenders look at, and we report on them.
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Network already in place
Lawyers, lenders, brokers, and insurers we work with daily. Your call list is shorter.
Industries we're just as fluent in:
All industries-
Construction
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Healthcare
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High Net Worth
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Law Firms
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Marketing Agencies
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Real Estate
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Before you book the call.
Quick answers to the things most people ask before signing on.
How is this different from a generalist CPA firm?
We run a dedicated family office accounting services practice — partners who've worked the vertical for years, benchmarks we already know, and a network of vertical-specific lawyers, lenders and operators we work with weekly.
How quickly can we start?
Intro call within a few business days, with scoping often started the same week.
Will I work with the same person?
Every engagement has partner involvement, with senior support staying close to your file instead of passing you through a queue.
Are you taking new clients in this industry?
Yes — Alpine Mar is actively onboarding family office accounting services clients. We pace intake so every partner can deliver the service standard the firm is known for.