FAMILY ADVISORY AND ADMINISTRATION SERVICES

 

For families or elderly clients, we are pleased to provide flexible support services to help them manage their financial affairs. We are glad to assist with these important tasks and to help relieve the burden on family members. We are honored to have the earned trust of these long-term clients.

 

Of course, we appreciate the need for complete confidentiality in family financial matters. We take extra precautions to ensure that private information stays that way.

 

 

 

Tax and investment matters

Insurance assistance

Bill payment and domestic payroll

Estate and gift planning and plan implementation

Medical caregiver arrangements

Buying and selling homes

Transition to senior care

Family office support

Family communication

 

For more information about our family advisory

and administration services, please contact:

 

Partners:

Helene H. Downs, CPA

 

Consultants:

L. Peyton Humphrey, CPA

 

 Our family advisory services include:

 

© 2017 Hantzmon Wiebel LLP. All Rights Reserved.

818 East Jefferson Street    Charlottesville, Virginia 22902

P 434.296.2156    F 434.977.4629

Office Hours: Monday – Friday, 8:00 AM – 5:00 PM