Experience Reliability
Wealth can help make dreams come true, yet protecting and preserving wealth can make finding the time to live those dreams difficult. Our clients live successful lives with layers of complexity, such as managing numerous relationships, entities, assets, sophisticated estate plans, charitable donations, employees, aircraft, yachts, and residences in multiple jurisdictions. These responsibilities take a lot of time, which is a treasured asset for clients.
Arthur Bell provides family office accounting and consulting services for high net worth families and their related entities. We apply a strategic and coordinated approach to working with each client which results in a personalized suite of confidential services that save our clients time and the burden of routine responsibilities.
With extensive experience in U.S. and foreign finance, asset management, employee relations, real estate, various business entities and operations, trusts, and estate planning, we implement the following family office consulting services with sophistication and integrity.
We also work closely with Arthur Bell tax advisors to simplify the preparation of our client’s complex tax returns whenever possible. We identify and collect information on key events or issues that we address with our tax compliance group throughout the year, which allows our tax group to be more efficient when preparing multiple types of returns for our clients during the compressed tax season. By consulting with our tax group, we minimize the risk of miscommunication and maximize efficiencies on important tax-related issues.
We have decades of experience advising ultra high net worth individuals and single family offices on financial and operational matters. We are independent from the sales of any industry or wealth management products, so we provide objective services that meet the needs of our clients and their families.
Arthur Bell has a solid reputation for our responsiveness and commitment to client service. We are accessible and available to you for all of your questions and needs. We are also committed to turning your projects around quickly and meeting deadlines.
Over the years, we have developed a network of trusted advisors in the areas of law, banking, insurance, trusts, and other professional services. We closely support these advisors to increase the accuracy and efficiency of the services they provide to our clients. If needed, we are always available to research and refer skilled professionals to assist with your family office needs.
We have an extremely high rate of employee satisfaction and retention, which means you benefit from more experienced professionals, increased productivity, and more effective procedures. The same team will work with you every day, so we gain a thorough understanding of the dynamics surrounding your family office and related entities to anticipate potential issues.
We welcome you to contact us for more information on Arthur Bell and if you are considering a family office or an advisor for your existing office. You can reach us at 410.771.0001 or via email at contactus@arthurbellcpas.com.
On February 15, 2012, the Securities and Exchange Commission (“SEC”) issued a final rule (the “Final Rule”) which amends provisions of the Investment Advisers Act of 1940 (...
