Family Office Services for Ultra-High Net Worth Families
A Trusted Partner in Managing Generational Wealth
At Pivot CPAs, we specialize in Family Office Services tailored for the sophisticated needs of ultra-high net worth individuals and the businesses managed within a family office structure. Our Family Office Services clients—individuals and families with assets typically ranging from $100 million to over $1 billion—benefit from a coordinated, personalized approach to managing their family’s assets. Led by Kathy Devine, a seasoned professional with over 30 years of experience, our team provides a seamless process that simplifies the complexities of financial management so you can focus on what matters most to you.
With a hands-on, consultative approach, Pivot CPAs becomes an extension of your family, coordinating everything from monthly net-worth reporting and tax compliance to legacy planning and philanthropic initiatives.
Why Choose Pivot CPAs for Family Office Services?
- Comprehensive Expertise: Access to a full-service CPA firm with deep knowledge in taxation, estate planning, and family-level financial reporting.
- Dedicated Sounding Board: Thoughtful, strategic information to guide family decisions surrounding investments and wealth planning.
- Centralized Information: Consolidated, secure financial reporting for easy access to information, ensuring seamless communication and coordination among your advisory team, legal counsel, and investment managers.
- Peace of Mind: We handle the details—bill payments, reporting, and more—so you can focus on enjoying your life.
- Personalized Attention: Kathy Devine leads the division with a personalized, hands-on approach, working closely with each family to provide tailored solutions.
- Fixed Retainer Model: Transparent, predictable fees ensures clarity and trust in our partnership.
Our Family Office Services
Investment & Wealth Management Support
- Monitoring and reporting on investment performance
- Asset allocation and diversification strategies
Financial Planning & Coordination
- Long-term cash flow planning and projections
- Tax-efficient strategies for wealth preservation
- Budgeting for philanthropic and family initiatives
Tax Planning & Compliance
- Development of comprehensive tax strategies
- Coordination of tax compliance
- Coordination of gift and estate tax planning
Estate & Legacy Planning
- Structuring and administration of trusts
- Wealth transfer strategies for future generations
- Philanthropy planning and charitable giving
Administrative Services
- Bill payment and expense management
- Payroll services for household staff
- Oversight of insurance policies and claims
Philanthropy & Nonprofit Advisory
- Establishing family foundations
- Oversight of donations and grant-making
- Compliance with nonprofit regulations
Specialized Services
- Succession planning for family businesses
- Concierge support for luxury purchases and lifestyle needs
- Financial education for next-generation family members
Meet Kathy Devine, Partner of Family Office Services
With a career spanning more than three decades, Kathy Devine brings unmatched expertise to Pivot’s Family Office Services. A former owner of a multi-family wealth office, Kathy has successfully managed over $2.5 billion for her ultra-high net worth clients.
Kathleen’s hands-on approach includes:
- Consolidated financial reporting and net worth statements
- Cash flow management and bookkeeping for family ventures
- Implementation of estate planning goals in collaboration with legal advisors
- Financial literacy programs for next-generation wealth management
Her leadership ensures that every client receives the personalized attention and strategic planning needed to preserve and grow generational wealth. Learn more about our Family Office Services team members:
- Carrie Griggs – Senior Manager, Family Office Services
- Lanae Peters – Manager, Family Office Services