Are you looking to outsource your monthly bill-paying or other financial tasks and alleviate yourself of the administrative burden?
O’Brien, Riley, and Ryan, PC offers family office services including:
- Bill payment and account reconciliation
- Bank and brokerage statement reconciliation
- Cash flow analysis
- Expense management and reporting
- Credit monitoring
- Insurance premium payment and oversight
- Household payroll
- Preparation of net worth statements on an annual (or quarterly) basis listing all investment accounts, real estate and business holdings and related liabilities
- Coordination with your trusted advisors to manage the tax, finances and activities of the family.