Services at Topel Forman
Building on our proven expertise in taxation, accounting, and assurance services, we act as a centralized advisor and steward for our high-net-worth clients. Our family office services were developed by accounting professionals and financial experts with a deep understanding of the unique challenges wealthy families face in managing their financial needs, mitigating their risks, and preserving their family legacy.
With a collaborative, hands-on approach, our family office team will develop bespoke services and offer multi-generational support while maintaining continuity among family members.
The services that we provide for our family office clients and high-net-worth individuals include the following:
- Consolidated Accounting and Reporting
- Investment Funding, Tracking, and Monitoring
- Tax and Estate Planning Services
- Financial Planning and Administration
- Risk Management and Insurance Planning
We understand that each family has unique needs. We will work closely with the family and other advisors to help manage financial affairs and create the best structure for each circumstance.
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Steven A. Hueffner
John J. Riley
Accounting & Assurance
We analyze and report your company’s financial statements and identify potential concerns, leaving enough time to allow a practical and cost-effective resolution to issues.
Complications created by ever-changing tax laws and regulations have made advanced tax planning an essential element for companies operating in today’s marketplace to be successful.
We offer an expansive range of business consulting services to help our clients with compliance, strategic planning, financial management, economic projections, and forecasts.
We understand that each family has unique needs, and we work with all types of family offices to provide income tax planning, estate, gift tax planning, accounting services, and financial reporting.
R&D Tax Credits
Businesses must constantly innovate if they want to continue growing and succeeding. The R&D credit aims to keep jobs in the United States and make U.S. manufacturing companies more competitive globally.