Allan Smith & Company, CPAs PC provides financial support services to high net-worth individuals, closely-held business owners, private foundations and others. We recognize that the desires and requirements of our clients is to not only preserve wealth and grow financially, but to have the assurance that the financial and personal matters of those involved are handled with complete discretion and confidentiality by highly qualified professionals.
We firmly commit to an extraordinarily high level of personal service and complete confidentiality. Our family office services include financial planning, financial management, financial reporting and accounting services that include compiled personal financial statements, forecasting/projections and more. We can provide you with the accurate and unbiased information you require to make many vital decisions. Our support services remove the possible bias from family member and close friends in important life decisions and ensure the often necessary separation of financial decisions from close personal relationships. Our attention to detail, both during and beyond the planning process, provides the most cost-effective, timely and valuable service available.