services
services
All families are different. We like that. We appreciate the creativity and variety of needs that our clients have. We welcome it. At Confluence Family Office, we specialize in becoming the necessary connection point of people, ideas, and information.

Our broad range of services allows us complete flexibility with our clients.  Some of the major services we can provide are:
bullet Financial
Bill Pay
Bookkeeping
Cash Flow and Budgeting Projections
Prepare Monthly Financials
Assist with Tax Preparation
Handle the Day to Day Internal Workings of Family Businesses
bullet Coordination and Facilitation
Facilitate Financial Meetings
Facilitate Family Meetings
Oversee and Coordinate Other Advisors
Point of Contact for the Family and Their Advisors
bullet Family Liaison
Educate Family Members about Family History, Family Values, and Family Wealth
Assist in the Development of Family Mission Statement and Legacy Planning
Assist Trustees
Assist with Philanthropic Desires
bullet File Maintenance
Maintain Paper and Electronic Documents
Monitor Important Dates and Deadlines
financial coordination coordination coordination