Family Office Capabilities

The team at Lassus Wherley & Associates has diverse financial experience and expertise.  The combination of our expertise and experience enables us to address a wide range of issues and concerns.  In addition to our research capabilities, we utilize numerous computer software applications and maintain relationships with professionals in other fields.

Some of the areas in which we work with our clients are:

·        Oversight of elderly parents for out-of-state children including working with health care providers

·        Paying bills, financial controls and reporting

·        Personal asset tracking and monitoring

·        Coordination of home maintenance, including supervision of contractors

·        Management of home sale from decision to close

·        Tax payment services

·        Estate administration

 

We handle and expedite any financial tasks that need to be done.  Those tasks are different for clients in their 30s, 50s, 70s or older.  If you have special needs or circumstances, talk to us.