Family Office Services

Trustworthy, Discreet, Excellent

Serving family offices and high net worth individuals.

Entrepreneurs who continue to strive towards their visions and goals often achieve a greater level of financial success and complexity. As personal net worth increases, personal finances and investments need to be treated with the same level of trust, professionalism, and systematic approach as business finances.

System Six offers successful entrepreneurs the same dependable, best-in-class outsourced bookkeeping support that is custom tailored to meet the discreet needs of growing and established family offices.

Ways We Serve Family Offices and High Net Worth Individuals

Family offices and high net worth individuals has similar needs to small businesses. A well-designed family office consists of multiple services and advisors, including legal, investment, banking, tax strategy, and bookkeeping.  System Six brings our family office clients peace of mind to continue focusing on their expanding business endeavors and personal goals while knowing that their personal assets are being given the same excellent, technology enabled, team supported bookkeeping services as our multi-million dollar business clients.

  • Household Employees – Often there are W2 household employees (nannies, groundskeepers, etc.) that require payroll.  Household employee payroll is often done incorrectly, yet it needs the same attention to detail for as business payroll so that payroll processing, taxes and HR laws are followed with compliance.
  • Bookkeeping for Second Homes and Investment Properties – As families purchase multiple second homes and investment properties, additional LLCs are frequently setup to provide legal protection against lawsuits and require the same professional bookkeeping and accounting systems as a business in order to maintain both legal liability protection as well as accurate bookkeeping records for tax preparation.
  • Bill Pay – Owning multiple homes, investment properties, and employees brings increased complexity for what used to simple bill pay. We know how overwhelming it can be to receive dozens of paper bills that need to be sorted by entity before paying and then choosing the right check or bank account to pay from. By implementing best in class solutions like physical mail being converted to digital documents in the cloud and then utilizing bill pay services with high security and granular permissions, System Six helps by implementing a modern, digital, and simple approach to paying bills for subcontractors, utilities, property taxes, credit cards, etc.

Our family office team of bookkeeping and public accounting experts bring an extra measure of confidentiality and attentiveness to our family office bookkeeping clients. We understand firsthand the higher level needs knowing that most of our family office clients are running businesses as well as their personal investments, properties, and households. The stakes are higher, and we love being depended on to deliver excellence and long-term relationships to help families know their financial details are being professionally attended to.

Peace of Mind Now.

Get in touch with us today. Put our dedicated, high-caliber family office bookkeeping team to work for you.