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
Tax Filing Deadlines: Key Dates to Mark on Your Calendar
The U.S. tax filing season is a critical time of year; whether you are a salaried employee, freelancer, small business owner, or corporation, you need to review your financial records carefully, comply with complex tax laws, and submit your tax return to the Internal...
The 2024 Election: Preparing for Potential Tax Changes
As we approach the November 2024 election, one thing is certain - the incumbent President will not seek re-election. This guarantees that a new, yet familiar figure will lead the nation, with former President Trump or Vice President Harris to be inaugurated in...
Tips and Tricks for New Auditors
Starting a career in audit can feel like plunging into a complex and detail-oriented world, but with the right approach, you can navigate the journey with ease. Whether you're working in internal or external audit, these tips and tricks will help you build a solid...
How Can We Help You?