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
What’s Inside The One Big Beautiful Bill
Meeting the planned July 4th deadline, the One Big Beautiful Bill Act of 2025 (OBBB) has been officially signed into law. The bill extends and expands the individual income tax provisions of the Tax Cuts and Jobs Act (TCJA), continues select business tax measures and...
Weinstein Spira Promotes Whitney, Gisela and Carey
Weinstein Spira, the mid-market public accounting and business advisory firm serving Houston’s top high net worth individuals and privately held businesses, is proud to announce the promotion of three leaders within the firm. Whitney Smith promoted to Senior Audit...
New Changes to CPA Certification for Texas
With the AICPA forecasting that most Certified Public Accountants (CPAs) will retire within the next 15 years, there is a growing demand for recent graduates to pass the CPA exam and meet the licensing requirements. The State of Texas has already taken measures to...
How Can We Help You?