Virtual family office - Reeder CPA Group

Virtual family officeadmin2021-09-25T15:41:55-05:00

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Protect and grow your wealth

For those who need financial services beyond our core services, we offer a comprehensive virtual family office experience—incorporating our partners with expertise in estate, insurance, retirement and investment planning. With this option, you’ll have a trusted team looking out for the best interest of your business and personal finances.

Our virtual family office services

Income tax planning

Minimize your tax burden with smart strategies that evolve with your financial situation.

Estate planning

We’ll help secure your family’s future with smart estate planning.

Retirement planning

Ensure the most comfortable retirement possible with our careful planning.

Insurance planning

Explore insurance options to help safeguard family finances.

Investment planning

We’ll identify investment paths that work for your financial goals and risk tolerance.

Family business planning

Our planning can help ensure your family business can thrive for generations to come.

Learn and grow

Let’s get started