Family Office
A well-established family office is more than a financial structure, it reflects your family’s legacy, values, and long-term goals. At Whitley Penn, we recognize that managing significant wealth and overseeing a family-owned business involves more than numbers. It requires a trusted partner who provides clarity, discretion, and strategic insight tailored to your unique needs.
Our team works closely with family offices to deliver personalized guidance across essential areas. Whether your focus is on preserving wealth, planning for succession, or strengthening your business foundation, we provide thoughtful, adaptable support aligned with your long-term objectives. Every solution is designed to help you make informed decisions that protect what matters most.
Clients choose Whitley Penn for our experience and our commitment to building lasting relationships. We take the time to understand your priorities and provide meaningful advice that evolves with your family’s needs. If you are seeking a family office partner who brings both experience and genuine care, we invite you to explore how Whitley Penn can help you move forward with purpose and peace of mind.
What We Do for Family Offices
We offer a range of services tailored specifically to the needs of the family offices. From strategic planning to business structuring and succession support, our team helps you navigate the complexities of managing family wealth. Below are a few key areas we specialize in:
Business Advisory/Consulting
- Development of stock option plans
- Organizational structure
- Business succession planning
- Flexible operating agreements
- Value existing businesses
- Implementation of qualified plans
Tax
- Business income tax planning and compliance
- Individual income tax planning and compliance
- Estate and gift tax planning and compliance
- Income tax consulting with family office financial and tax personnel
Client Accounting & Advisory Services
- Full spectrum of business transformation solutions
- Coverage across the entire finance and accounting continuum
- Support for organizational growth and scalability
- Enable informed decision-making
- Provide trusted business intelligence
Risk & Compliance
- Complex risk advisory projects
- Assessment of financial, business and IT risks
- Designed solution for each unique need
Valuation
- For litigation and non-litigation needs
- Marital dissolution, commercial dispute, and financial reporting
- Estate, gift tax, and other tax-related valuations
- Bankruptcy, ESOPs, M&A, and buy/sell agreements
- Ownership transfers and other business valuation scenarios
Enterprise Resource Planning
- Seamless integration of vital business areas such as procurement, inventory control, financial management, human resources, and customer interactions.
- Assistance with data transfer
- Workforce training
- Operational transformation
- Ongoing performance optimization
Succession & Transition
- Safeguard cash flow
- Reduce tax liability
- Gifting strategies
- Plan for expenses
- Structure legal entities
- Building a legacyÂ
Wealth Management
- Financial planning
- Investment management
- Insurance services
- Estate planning
- Qualified retirement plans
Digital Transformation
- Evaluation of business operations
- Development of strategic roadmaps
- Cost optimization
- Change management
- Alignment with organizational goals
To learn more about how Whitley Penn can support your family office, connect with one of our advisors today.
What We Do for Family Offices
We offer a range of services tailored specifically to the needs of the family offices. From strategic planning to business structuring and succession support, our team helps you navigate the complexities of managing family wealth. Below are a few key areas we specialize in:
Business Advisory/Consulting
- Development of stock option plans
- Organizational structure
- Business succession planning
- Flexible operating agreements
- Value existing businesses
- Implementation of qualified plans
Tax
- Business income tax planning and compliance
- Individual income tax planning and compliance
- Estate and gift tax planning and compliance
- Income tax consulting with family office financial and tax personnel
Risk & Compliance
- Complex risk advisory projects
- Assessment of financial, business and IT risks
- Designed solution for each unique need
Valuation
- For litigation and non-litigation needs
- Marital dissolution, commercial dispute, and financial reporting
- Estate, gift tax, and other tax-related valuations
- Bankruptcy, ESOPs, M&A, and buy/sell agreements
- Ownership transfers and other business valuation scenarios
Succession & Transition
- Safeguard cash flow
- Reduce tax liability
- Gifting strategies
- Plan for expenses
- Structure legal entities
- Building a legacyÂ
Wealth Management
- Financial planning
- Investment management
- Insurance services
- Estate planning
- Qualified retirement plans
To learn more about how Whitley Penn can support your family office, connect with one of our advisors today.
Meet the Team
Kristen Sayegh
Tax Partner
Bill Weston
WPWealth Partner
Ashley Kimery
CAAS Partner
John Yeager
Digital Services-ERP Managing Director
Empowering Private Clients
Learn more about our private client services that address the unique needs of individuals and families.
Empowering Private Clients
Learn more about our private client services that address the unique needs of individuals and families.