Value and Simplicity

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 a seamless and discreet manner that allows you to focus on other pursuits.

Choose from a variety of valuable services, including:

• Tax planning and related cash flow analysis
• General accounting and bill paying assistance
• Personal financial statement preparation
• Accounting assistance for various entities typically found in complex family wealth structures.
• Post-mortem estate administration and reporting

Weinstein Spira's family office services keep your financial life organized and coordinated so your tax reporting and investment decisions are easier. Some of our clients even rely on us to be the logistical guide for a surviving spouse and other family members so that representation and final decisions on the estate are handled efficiently.

Our family office services are not for everyone. If you feel you may be a candidate for these services, please call us to arrange a visit.

To learn more about our relationships and approach to complex family finances, contact Homer Carrillo, Tax Shareholder.

Helpful Links:

• Estate Planning
• High Net Worth Individuals
• Tax Services
• Clients