Who we serve
Family offices
Tax, accounting, and transaction advisory for family offices, their operating companies, and direct investments.
Overview
Family offices manage operating businesses, direct investments, real estate, and personal wealth across multiple entities and generations. Coordinating tax, accounting, and transaction decisions across that structure requires a single team with visibility into all of it. Edler Zain provides integrated tax planning, entity accounting, and transaction support to single family offices and the businesses they own.
Common challenges
Tax planning across operating companies, investment entities, and individuals
Consolidated reporting across entities and asset classes
Diligence on direct investments and operating company acquisitions
Estate, gift, and generational transfer planning
Accounting for operating businesses held by the family
Coordination with legal, investment, and wealth advisors
Who we serve
Single family offices and business-owning families with one or more operating companies, direct investments, and multi-generational planning needs.
Schedule a consultation
Speak with a member of our team about your business. We will review your current situation and outline how we can help.
Frequently asked questions
Do you work alongside our existing advisors?
Yes. We coordinate with attorneys, investment managers, and wealth advisors and can serve as the central point for tax and accounting.
Can you handle both the operating businesses and the family's personal tax?
Yes. Integrated planning across business and personal returns is central to how we serve family offices.
Do you support direct investment diligence?
Yes. We provide Quality of Earnings and tax structuring for operating company acquisitions and co-investments.
How are engagements structured?
Annual fixed-fee engagements for recurring tax and accounting, with project fees for transactions and special planning.