Family Office

Peak's Family Office solutions are dedicated to extending the reach and legacy of some of the nation’s most affluent families by listening intently, advising intelligently and executing skillfully, while offering families greater levels of control and confidentiality.

We recognize that while there are common elements to creating and enduring family enterprise, each family is unique in its interests, priorities and approach. You and our staff can work together to identify how you want to engage our extended team to deliver solutions tailored to your family’s needs.

• Bill Pay
• Expense Management
• Household Payroll Administration

• Tax Planning
• Tax Compliance (personal, trust, gift and/or foundation)
• Tax Administration

• Consolidated Portfolio
• Financial Statement
• Personal Cash Flow

• Asset Acquisition/Disposition
• Risk Management Review
• General Administration & Coordination