Ensure your family mission is realized.
As trusted tax and business advisors, Raffa Family Office Services Group (RFOS) manages the multitude of professional services required by our clients to ensure that their family mission is realized and that their legacy endures. We help families develop educated and sophisticated family governance, family office best practices and thoughtful philanthropic giving strategies. RFOS also offers a range of family office administrative services to reduce the burdens that result as family wealth and financial management needs grow.
We bring together the industry’s best practitioners to meet the needs of your family today, and to help ensure the course of your family’s financial future for generations to come.
Routine services include:
- Sophisticated Individual Income Tax and Wealth Transfer Planning & Compliance
- Coordination of Income Tax, Charitable Giving and Wealth Transfer Strategies
- Counsel on Business Acquisitions and Sales
- Structuring of Real Estate Investments
- Counsel on Private Equity and Venture Capital Transactions
- Planning for Investments that Utilize Sophisticated Ownership Structures
- Integrated Services for Forward-Thinking Families
Additional services available:
- Family Office Services
- Internal Controls and Operations Reviews
- Support for Multi-Family Offices
- Assurance Services
- Structuring of Family Limited Partnerships and Trusts
- Tax and Financial Transaction Structuring of Private Investments in Business and Real Estate
- Formation of Private Foundations and Related Tax Compliance
- Family Meeting Planning, Mission Statements and Communications Strategies
- Private Equity and Venture Capital, Due Diligence and Tax and Consulting Support