Family Office
Houston Family Office Accounting
If you appreciate the benefits of clear financial information and personal freedom, turn to Weinstein Spira as a steward of your financial success. We provide family office services in Houston in a seamless and discreet manner that allows you to focus on other pursuits.
Choose from a variety of valuable family office services, including:
- Tax planning and related cash flow analysis
- General accounting and bill-paying assistance
- Personal financial statement preparation
- Accounting assistance for various entities is typically found in complex family wealth structures
- Post-mortem estate administration and reporting
Weinstein Spira’s Houston family office accounting services organize and coordinate your financial life, making tax reporting and investment decisions easier. Some of our clients even rely on us as the logistical guide for a surviving spouse and other family members to handle representation and final estate decisions efficiently.
If you feel you may be a candidate for these services, please call us to schedule an appointment.
To learn more about our relationships and approach to these services contact Homer Carrillo, Tax Shareholder.
Services We Offer
Our family office clients prefer a professional approach to the management of their finances either because the task is quite complex due to their level of wealth, or because they would rather invest their time and energy in business and philanthropic pursuits.
Latest Insights
How To Get Ready For Your Next Audit
Oh no. It is that time of year again. The auditors are coming to nose through your financials, dig through invoices from 12 months ago and ask you question after question after question. What is worse? They will do all this right in your office while you are also...
Understanding Marginal Tax Brackets for Individual Taxpayers
We file our individual tax returns every April 15, but do you know how your income tax is calculated? Understanding the marginal tax rates applied to your taxable income is essential for effective tax planning and informed financial decisions. Let us break it down!...
The Ultimate Guide to Avoiding Tax Filing Mistakes
While filing your tax return may never be particularly fun, doing it right will protect your refund, help you avoid penalties and give you peace of mind. Every year, millions of Americans make small but costly mistakes on their tax returns. Fortunately, most of these...
How Can We Help You?