Venture Tax Services, Inc.

Venture Tax Services, Inc.Venture Tax Services, Inc.Venture Tax Services, Inc.

Venture Tax Services, Inc.

Venture Tax Services, Inc.Venture Tax Services, Inc.Venture Tax Services, Inc.
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Our family office services include:

Lifestyle Management

Customized Accounting & Reporting

Customized Accounting & Reporting

  • Aircraft management  
  • Bill paying  
  • Budgeting and forecasting  
  • Concierge services  
  • Domestic payroll  
  • Property management  
  • Yacht management

Customized Accounting & Reporting

Customized Accounting & Reporting

Customized Accounting & Reporting

  • Data aggregation  
  • Cash management and budgeting  
  • Consolidated investment reporting  
  • Brokerage reconciliation  
  • Investment recording

Integrated Planning

Customized Accounting & Reporting

Integrated Planning

  • Federal and state income tax planning and compliance  
  • Estate and trust planning  
  • Relocation and state residency  
  • Family meetings  
  • Succession planning

Philanthropy

Coordination with 3rd Parties

Integrated Planning

  • Mission statements  
  • Personal giving 
  • Donor advised fund and foundation management

Risk Management

Coordination with 3rd Parties

Coordination with 3rd Parties

  • Banking and liability support  
  • Custody account arrangements  
  • Asset protection

Coordination with 3rd Parties

Coordination with 3rd Parties

Coordination with 3rd Parties

  • Asset managers  
  • Attorneys  Bankers  
  • Credit issues and monitoring  
  • Real estate transactions

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