Family Office

Whether you are a business owner, a member of a wealthy family, or a member of a multi-generational family, Michels & Hanley is pleased to offer Family Office Services to you and your family.

By utilizing the services of our highly skilled family office service professionals, you and your family can enjoy improved financial management in a cost effective manner.

We work directly with you and with your other key advisors to ensure that your entire team is on the same page, putting your interests above all else. 

Whatever challenges you face and whatever your goals may be, we are here to help.  From streamlining administrative tasks to preserving wealth for future generations, we customize a plan to fit your family's specific needs.

Administrative Streamlining

• Bill paying
• Budgeting
• Cash Flow Management
• Payroll

Accounting

• Personal accounting and reporting
• Business accounting
• Financial reporting
• Investment performance reporting

Planning

• Tax planning
• Estate planning
• Financial planning
• Insurance policy review
• Multi-generational planning
• Succession planning
• Retirement planning
• Advisory services

Philanthropy

• Charitable giving
• Foundation management

Risk Management

• Asset protection
• Liability management
• Litigation support

Other Services

• Concierge Accounting Services
• Credit monitoring and planning