Family Office Services

Family Office Services South Florida and New York

Family Office Services South Florida

Similar to our Small Business Accounting services, our firm offers a wide range of Family Office, Concierge and Consulting services to families, estates and corporate executives with additional professional needs. We have expertise in investments, investment properties and securities.

Family office services include:

  • Bookkeeping, budgeting, payroll, organization of bills.
  • Vetting services for household management.
  • Tax planning and tax preparation.
  • Coordination of appraisals for real property, jewelry and art for insurance and estate purposes.
  • Financial oversight of repairs, maintenance and remodeling projects.
  • Planning and budgeting for assisted living and nursing home care.
  • Consolidation and analysis of investment data and investment portfolio performance.

Private Family Office

The team at Harless & Associates is highly skilled at assisting families with household management and financial responsibilities. We offer a wide array of services that are customized to focus on each clients’ unique needs. From bookkeeping and payroll to financial oversight of repairs and remodels, our professionals are available 24 hours a day, 7 days a week to make your life easier.

Our Private Family Office services include:

  • Bookkeeping
  • Budgeting
  • Payroll
  • Organization of bills
  • Vetting services for household management
  • Financial review of repairs, maintenance and remodeling projects
  • Planning and budgeting for assisted living and nursing home care.

Family Office Management

In addition to our Private Family Office services, we also offer Family Office Management. Our highly qualified professionals are dedicated to meeting the complex financial needs of our clients through our expertise in accounting, financial planning, management and reporting. Our goal is to help our clients make confident, informed financial decisions.

Our Family Office Management services include:

  • Coordination of appraisals for real property, jewelry and art for insurance and estate purposes
  • Consolidation and analysis of investment data and investment portfolio performance
  • Financial management of residential properties.

Multi Family Office

We understand the importance of your financial legacy and the lasting impact that it can make on your family for generations. Our experienced team works with you to develop a plan that will accomplish your goals and prepare for your family’s long-term financial security. We also work with your children and grandchildren to ensure that they are prepared to continue your financial legacy.

Our Multi Family Office services include:

  • Investments
  • Taxes
  • Estate planning
  • Family trusts
  • Wealth transfer plans
  • Philanthropy

Services are customized to suit each individual client’s needs. Contact us for a free consultation.

Contact Harless & Associates



Harless and Associates has offices in West Palm Beach and Jupiter, FL along with the offices of the Fuoco Group in New York and Florida. For full service accounting and tax services at our Jupiter location, search accounting services Port St. Lucie, accounting services Martin County, accounting services Palm Beach Gardens, accounting services Jupiter, accounting services Stuart and accounting services Juno.