Services at Topel Forman

Family Office

FamilyBuilding 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. 

Talk To An Advisor

Steven A. Hueffner

Steven A. Hueffner

John J. Riley

John J. Riley

Zhanna Salganik

Zhanna Salganik

Family Office Services Director

 Our Services

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.

Taxation Services

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.

Consulting Services

We offer an expansive range of business consulting services to help our clients with compliance, strategic planning, financial management, economic projections, and forecasts.

Wealth Management

Topel Forman can serve as your trusted tax and wealth management advisors, backed by 40 years of investing experience through our affiliation with Avantax Planning Partners℠.

Family Office

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.