Family Office
We created the family office for an individual or family looking to form a strategic partnership where we take care of your financial, accounting, legal and tax needs all in one location.
On a monthly basis we will:
- Pay bills
- Reconcile and monitor bank accounts
- Prepare compiled financial statements
- Provide you with documentation of transactions
- Coordinate with your trusted advisors
- Monitor ongoing tax liabilities
- Review payroll reports
On a quarterly basis, we will:
- Meet with you to review your financial statements with you
- Ensure your financial plan is coordinated with your legal and tax planning
- Prepare quarterly estimated tax projection
- Prepare a statement of net worth
Your Family Office will allow you to enjoy your life knowing all of your business needs are taken care of. Our unique process brings clarity to your life, gives you a greater simplicity, balance focus and confidence, and coordinates everything you need in one place.
Your Horizon Family Office is unique in the marketplace because it is a collaborative group of experts delivering a powerful, unique approach in creating and implementing customized tax and estate planning, legal counsel and wealth management and preservation all coordinated in one location and customized to your unique situation.
The Family Office fees are billed monthly to a bank account or credit card. The annual fee for these services range from $50,000 to $100,000.
Horizon Attorneys & Counselors at Law PLC
4715 East 91st Street, Suite 200
Tulsa, Oklahoma 74137
Phone: 918-398-7900
Fax: 918-398-7903
E-mail | Map & Directions
Horizon CPAs & Consultants PLC
4715 East 91st Street, Suite 200
Tulsa, Oklahoma 74137
Phone: 918-398-7900
Fax: 918-398-7903
E-mail | Map & Directions