When Does a Family Need Family Office Services?

Family office services aren't just for billionaires. We explore when a structured approach delivers meaningful value for high-net-worth families.

Family office services become valuable when a family's financial complexity exceeds what a standard CPA relationship can manage. Common triggers: managing multiple business entities, coordination between an estate attorney, CPA, and financial advisor, need for consolidated financial reporting, multi-generational wealth transfer planning, philanthropic strategy, or complex accounts payable for household or investment properties. White Crest provides scalable family office services without the $10M+ minimums of traditional single-family offices.