Multi-Family Services in Surprise, Arizona

Multi-Family Office Services

in Arizona

If you are a member of a high net worth family, you are most likely aware of the tremendous amount of obligations required to manage your finances. The financial lifecycle of a large, multi-generational family is a major undertaking that nobody should go into alone. You need an advisor with a broad range of skills to help coordinate your financial activities with your objectives. Having a team of experts to manage all the moving pieces can help alleviate the cumbersome responsibilities that fall on your plate. This is where we step in.

Our goal is to make your life easier, giving you more time to focus on doing what you love.

Monheit Zongolowicz Frisch CPAs PLC offers personalized solutions, customized to fit the level of assistance and attention your family needs. The professionals at MZF CPAs are equipped with the expertise, experience, tools, capacity and confidence necessary to take on the role of your family’s personal CFO. Our tailored approach allows us to scale up or down as needed with the families we serve.

Our Multi-Family services include:

  • Bookkeeping
  • Payroll
  • IRS Representation
  • Retirement Planning
  • Tax Preparation and Planning
  • Estates and Trusts Management
  • Outsourced CFO
  • Entity Design

At Monheit Zongolowicz Frisch CPAs PLC, we recognize that no two families are alike. To help us better serve your unique interests and needs, we take the time to understand every component of your family dynamic. While our work with families may begin in the Valley of the Sun, our services are not geographically bound. We have experience working across the United States and globally, as your family grows and needs change.

It takes a highly specialized skillset to optimize your finances; a skill that very few CPAs have. As a provider of wealth management services, you’ll benefit from our global perspective and our ability to identify opportunities that others may miss.

For more information on our Multi-Family Office services, please contact Gary Frisch at Monheit Zongolowicz Frisch CPAs PLC.

 

We have two locations for your convenience:

 

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Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. *Investment advisory services offered through Avantax Advisory Services SM ** Insurance services offered through an Avantax affiliated insurance agency

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