Accounting and tax support made for multi-generational wealth
Consolidated books, coordinated tax planning, and one team who knows every entity in your family's structure
Quick answer
Berg Advisors provides flat-fee accounting, tax planning, and CFO advisory for family offices, consolidating bookkeeping across trusts, LLCs, and investment entities into one reporting structure. The firm serves clients in Pennsylvania and throughout the United States, brings more than 30 years of CPA experience, and works with family offices virtually nationwide.
Family offices carry a different kind of complexity than a single business. There's real estate, investment accounts, closely held entities, and often three or more generations with a stake in how it's all managed. Many national firms hand that off to a rotating cast of associates who learn your family's structure once and then move on to the next file.
Berg Advisors has spent more than 30 years working through exactly this kind of complexity, and family offices are one of the core niches we built the practice around. You get a dedicated team that actually knows your entities, your accounts, and your history, backed by flat monthly fees instead of a bill that climbs every time you call with a question. Proactive communication is part of how we operate: expect us to reach out with observations before they turn into problems, not after.
Common challenges we solve for family offices
Every family office we work with recognizes at least one of these before we start:
Consolidated visibility. Money moves across trusts, LLCs, brokerage accounts, and real estate holdings, and by the time someone pulls together a full picture, it's already out of date.
Commingled finances. Personal and business spending blur together, especially when one family member manages both, and that's exactly where errors and IRS scrutiny tend to start.
Multi-generational reporting. As wealth passes down, the number of entities and stakeholders grows, and the tracking that worked for one generation stops working for the next.
Services designed around your family's financial complexity
Multi-entity bookkeeping and accounting
We consolidate bookkeeping across every trust, LLC, and holding entity into one reporting structure, so you see the complete financial picture instead of piecing it together from five different sets of books.
Personal and business tax planning
Business tax preparation and personal income tax planning happen together, under one roof, so a decision in one area doesn't create a surprise in the other when returns are due.
Advisory
Cash flow across entities, distribution planning, and succession decisions get the same level of strategic attention a full-time CFO would give, minus the full-time salary.
Sophisticated tax strategies without the complexity headache
Concentrated wealth raises tax questions a standard 1040 doesn't answer. Which entity should hold a given investment. How distributions from multiple LLCs flow through to a family member's individual return. When it makes sense to restructure ahead of a sale or a generational transfer. These aren't once-a-year questions, and treating them that way is how families end up overpaying.
Berg Advisors builds a year-round plan instead of a once-a-year filing. We translate the strategy into plain language: what it does, why it matters, and what happens if nobody acts before the deadline. No jargon, and no assumption that you should already know how a K-1 flows through to a personal return.
One team, one plan, total financial clarity
Most families juggling this level of complexity end up with a patchwork: one accountant for the business, another for personal returns, a bookkeeper who doesn't talk to either, and a spreadsheet somewhere trying to hold it all together.
We build a mutual success plan with every family office client, a shared roadmap that spells out what we're tracking, how often we're talking, and what "on track" actually looks like for your entities this year. One team handles the bookkeeping, the tax planning, and the advisory conversations, so nothing falls into the gap between two advisors who've never spoken to each other.
Frequently Asked Questions About Family Office Accounting & Tax Services
Let's talk about your family's financial future
Tell us about your entities, your goals, and what isn't working today, and we'll tell you honestly whether we're the right fit.
Why clients trust us
- More than 30 years of CPA experience
- Woodard Top 50 Accounting Firm recognition
- Intuit Firm of the Future recognition
- Flat monthly fee model, not hourly billing
- Serving clients virtually in Pennsylvania and nationwide