How We Do It
By utilizing technology, decades of experience and a commitment to excellence, Family Office Solutions is a trusted partner for numerous families and the service providers that support them.
By leveraging our experience and creativity, we aim to exceed expectations. We understand that no two families are alike, and therefore make it a priority to get to know our clients and their unique needs before presenting a solution.
Technology
Software
Software
- CCH Pro System FX Suite
- RIA Checkpoint
- BNA Income Tax Planner
- Microsoft Office
- Intuit QuickBooks
Network
Network
Family Office Solutions outsources its IT Network, operating off of a virtual desktop environment. Our IT provider is an American Midwest firm whose core focus is catering to CPA and RIA firms and operates using Enterprise-class equipment systems in a Tier 3 data center. They are SEC, FINRA, and HIPAA compliant and offer dual authentication and disaster recovery.