Family Office Services

McQuadeBrennan has provided many families with complete financial management services for over 25 years. Our services include the basic financial and personal needs including bill paying, concierge services, and asset and portfolio management.

Family offices by their very nature are unique structures either specifically designed to meet the objectives and constraints of the family, or have evolved over time to accommodate family needs or members along the way. McQuadeBrennan’s Family Office Services manages a wide variety of assets, often substantially illiquid, hard-to-value assets such as private businesses or non-financial assets such as real estate, artwork and other collectibles. Long-term trusted employees or family members often maintain informal information processes and internal control mechanisms. As a result, family offices do not have formally documented processes, controls or procedures.

McQuadeBrennan believes it is critical for members of a family to have easily accessible, accurate, up-to-date financial information. The information and reports produced by McQuadeBrennan’s Family Office Services are the basis for making decisions about investment management, tax, gift and estate planning, and distributions and expense management. The lack of quality, timely information can lead to poor planning decisions or missed opportunities. McQuadeBrennan’s Family Office Services provide accounting and reporting solutions that are a family office’s heartbeat. Our accounting solutions include the basic following services:

The financial landscape for multi-generational families of significant wealth is becoming more complex from an increasingly demanding regulatory environment, unprecedented economic challenges and greater scrutiny from family members. Family members need to have confidence in the management of their family’s wealth.

McQuadeBrennan family office client portfolios operate as well-run businesses. Our professionals provide vision and strategy, supported by stringent internal controls and processes. Our client portfolio management follows strict business practices and use integrated technology platforms, which speed up the data gathering, reconciliation and consolidation processes.

We recommend families begin a client relationship by evaluating their needs, objectives and constraints. Jointly, we design an effective reporting framework based on a clients requests, and regularly review and update this framework. The requirements of tomorrow will be different from those of today. Our family office services include:

Please contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it for a consultation regarding McQuadeBrennan’s Family Office Services.