Testimonials

Within the past few years Family Office Solutions has experienced continuous growth thanks to the referrals of satisfied clients. To read what current clients and their advisors are saying about us, please see our client testimonials below.

Gene Bowar

Vice President of Tax | CSM Corporation

“Over my 30 year career, I have had the opportunity to work with and for a number of accounting firms. We have been working with Family Office Solutions for more than eight years and find them to be top notch in terms of quality, service, and cost. They are proactive in identifying changes in tax laws that may impact our family office and keeping us abreast of new developments. We have a very complicated investment partnership structure that they handle and through their automated processes we are able to keep the fees at a very reasonable level.”

Gene Bowar
Vice President of Tax
CSM Corporation

Laird P. Pendleton

Principal | Cairnwood Cooperative Corp.

“I have managed a family office for over 30 years and the nation’s largest private consortium of SFOs since 1994. I have tried multiple outsourced accounting solutions for my family members and related entities and the team at FOS stands head and shoulders above the rest. They are highly responsive, creative problem solvers, and proactive with both family clients and our office staff. Kevin and his team have deep expertise in all aspects of partnership accounting as it relates to family investment vehicles. The FOS team have become a vital extension of our family office.”

Laird P. Pendleton
Principal
Cairnwood Cooperative Corp.
Managing Partner & Co-founder
CCC Alliance LLC

Mark Pockell

Family Office Consultant

“I have worked with wealthy families and family offices for over 25 years and understand the critical need for trusted advisors. I have found FOS to be the kind of advisor that can fill that role when it comes to general accounting, tax compliance, and particularly partnership accounting requirements. They act as an extension of the family office making for a very efficient and effective relationship. By utilizing technology, FOS can link into the family’s platforms to seamlessly move data which improves quality and the timeliness of information. I have and will continue to recommend them to fill these types of needs for families.”

Mark Pockell
Family Office Consultant

Gregory Simpson, CFA

President | Rootstock Wealth Advisors

“As a multi-family office, our clients require a thorough understanding of complex trust structures, family operating entities, and the interrelationships of such entities with their personal tax situation. The team at FOS has been tremendous in supporting our efforts to provide a comprehensive tax planning solution. It is their expertise in compliance and planning, specifically for wealthy families, that makes them unique and a perfect fit for our business.”

Gregory Simpson, CFA
President
Rootstock Wealth Advisors