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08/18/2026
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08/19/2026Family Office Services
Private accounting and financial coordination for complex family wealth.
Managing significant personal wealth can involve multiple entities, properties, investments, employees, household expenses, aircraft, yachts, and other financial responsibilities that require a higher level of organization and oversight.
Doral Tax & Accounting provides Family Office Services designed to help families organize, monitor, and coordinate the financial activity surrounding their personal and business interests.
More organization. Better visibility. Greater financial control.
A More Coordinated Approach to Personal & Family Finances
As personal wealth becomes more complex, financial management can begin to resemble the operations of a business. Bills, payroll, investments, properties, entities, personal assets, and family responsibilities can create hundreds of transactions and reporting needs throughout the year.
Family office services provide a more centralized way to manage that activity.
Doral Tax & Accounting helps families create greater organization around their financial lives while coordinating accounting, reporting, tax, payroll, and administrative needs.
The objective is simple: give families a clearer picture of their financial world.
Personal Accounting & Household Financial Management
Bill Pay
Help organize and coordinate recurring household, property, personal, and entity-related payments through a structured financial process.
Personal Accounting
Maintain organized personal financial records so income, expenses, investments, assets, and other financial activity can be reviewed more easily.
Household Payroll
Coordinate payroll and related reporting for household employees such as assistants, caregivers, household managers, drivers, and other domestic staff.
Concierge Accounting
Provide customized accounting support for families whose financial lives involve a combination of personal, investment, business, and lifestyle-related activity.
Investment Reporting
Organize investment information and financial reporting so families can better understand holdings, activity, income, and overall financial performance.
Reporting can also help create a more complete picture for tax planning, liquidity decisions, estate planning, and discussions with investment advisors.
Investment & Asset Reporting
Families may hold assets across brokerage accounts, private investments, real estate, trusts, operating businesses, and other entities. When information is spread across multiple statements and systems, understanding the complete financial picture can become difficult.
Accounting for Complex Personal Assets
Private Aircraft Accounting
Track aircraft-related expenses, operating costs, ownership activity, vendor payments, and financial information associated with private aviation assets.
Yacht Accounting
Organize expenses, crew-related costs, maintenance, operating activity, and other financial information associated with yacht ownership.
Real Estate Accounting
Maintain accounting records for personal residences, investment properties, vacation homes, and other real estate holdings.
Organized reporting can help families understand property-level expenses, cash flow, ownership costs, and financial activity across multiple locations.
Bring Multiple Entities Into One Financial Picture
Multi-Entity Accounting
Families often hold investments, real estate, operating businesses, and personal assets through multiple LLCs, partnerships, corporations, trusts, and other structures.
We help maintain accounting records across those entities and organize reporting so activity can be reviewed both individually and as part of the family's broader financial picture.
This can create better visibility into cash flow, expenses, investment activity, intercompany transactions, and tax planning needs.
Family Governance
As wealth passes between generations, financial organization becomes increasingly important. We help families improve the reporting, documentation, and financial processes that support family governance and long-term stewardship.
A Private Financial Infrastructure Around Your Family
Family office services are designed to reduce fragmentation. Instead of personal expenses, investments, properties, entities, and payroll being managed separately, financial information can be organized within a more coordinated structure.
That structure can help families:
- Maintain organized financial records
- Improve cash flow visibility
- Coordinate personal and entity accounting
- Prepare information for tax planning
- Track significant assets and expenses
- Support investment and estate planning conversations
- Create better financial reporting across generations
When Does a Family Office Structure Make Sense?
Multiple Entities
Your family manages several businesses, partnerships, LLCs, trusts, or investment entities.
Complex Assets
Your financial life includes multiple properties, aircraft, yachts, private investments, or other significant assets.
Growing Administrative Needs
Bill pay, payroll, reporting, and financial administration require increasing time and coordination.
Generational Planning
Your family is preparing for wealth transfer, succession, family governance, or greater involvement from the next generation.
Family Office Support With an Accounting & Tax Perspective
Personal financial administration is closely connected to tax planning, investment reporting, estate planning, payroll, business ownership, and family governance.
Doral Tax & Accounting brings these areas together through a coordinated accounting and reporting approach.
We can also work alongside investment advisors, attorneys, estate planning professionals, bankers, insurance professionals, and other members of the family's advisory team when appropriate.
Frequently Asked Questions
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Create Greater Clarity Around Your Family's Financial World
Managing complex family wealth requires more than good recordkeeping. It requires organization, coordination, and reliable financial information across the different parts of your financial life.
Doral Tax & Accounting can help build a family office accounting structure designed around your family's needs, assets, entities, and long-term goals.
Let's create a more organized approach to managing your family's financial affairs.
