Family Office

Family office support, centered on the family.

We manage the financial work that sits between investments,
tax, legal, charitable, and day-to-day responsibilities—giving
the family one clear and coordinated view.

Financial Management & Administration

Bring structure and accountability to the family’s ongoing
financial responsibilities.

  • Cash-flow oversight and bill payment
  • Consolidated financial reporting
  • Entity and account administration
  • Recordkeeping and document coordination

Tax Planning, Philanthropy & Wealth Preservation

Coordinate the longer-term decisions that affect taxes,
giving, entities, and multigenerational wealth.

  • Ongoing tax planning and compliance oversight
  • Philanthropic planning and administration
  • Trust and entity coordination
  • Collaboration with attorneys, advisors, and trustees

Personal

The relationship is built around the family—not a standard service package.

Coordinated

We work across entities, institutions, advisors, and family stakeholders.

Discreet

Sensitive financial matters are managed with care, confidentiality, and sound judgment.

Start a Conversation

A family office should make life simpler.

Criterion Accounting Group accepts a limited number of new
engagements so every relationship receives direct, senior-level
attention. Tell us what needs to be coordinated, simplified, or
strengthened.

New Engagements

Begin with a confidential introductory conversation.

We will discuss your family’s current structure, immediate
priorities, and where greater coordination may be helpful.

Contact Us


info@criterioncapital.com