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About Our Services

We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. Learn how we can help you.

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Assurance Services

Employee Benefit Plan Audits Investment Company Audits Private Company Audits SOC Readiness & Compliance

Tax Services

Federal Tax Planning & Compliance High Net Worth & Wealth Transfer International Filings & Structuring Investment Company Tax State & Local Tax Tax Credits & Incentives Transaction Tax Planning

Advisory Services

Accounting & Finance Solutions Business Valuations Data & Insights Family Office Services IT Strategy & Implementation M&A Advisory Risk Assurance & Advisory Transaction Services Turnaround & Restructuring

Our Industry Expertise

Our industry experience means you can find professionals who speak your language and bring earned insights to the table. Learn how we can help you.

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Key Industries

Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
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Knowledge Center

Our team wants to help your team stay up to date. Browse our thought leadership, events and news for insights and a point of view on business-critical topics.

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Insights

Browse valuable articles and publications our experts have written to help you and your organization answer key questions — and consider new ones.

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Events

Join us in person and online for events that address timely topics and key business considerations.

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News

Find out what is happening at Cohen & Company, from industry recognitions and growth updates, to where we are contributing to important media stories.

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Advisory Services

Family Office Services

Supporting the Unique Missions of Single and Multi-Family Offices

We understand how important it is for high-net-worth individuals and families to cement their legacy. Our professionals work closely with you, your entire family and your advisers to provide personalized solutions to support your overall objectives now and for future generations. With over 30 years of experience, our team is equipped with on-target expertise and industry best practices. We can assist you in everything from providing foundational support in creating your single-family office, to offering a full suite of services for existing and multi-family offices. 

Our team is efficient in supporting your mission while creating meaningful relationships through shared experiences. The net worth of our clients ranges from $10 million to $15 billion, but, regardless of the size of your family office, our focus remains on building a lasting relationship as we share in your journey. Your dedicated team will handle the day-to-day tactical responsibilities, while supporting the overall vision of your family’s legacy — leaving you more time to pursue your true passions.

Our Family Office Services

  • Outsourced accounting services

  • Legacy planning

  • Philanthropic planning and reporting

  • Philanthropic oversight and consultation

  • Generational coordination, education and financial literacy

  • CFO solutions

  • High net worth and wealth transfer

  • Cash flow analysis and projections

  • Net worth reporting

  • Unique asset reporting and management

Meet Our Leadership

Caroline Jiang, CPA

caroline.jiang@cohencpa.com
410.527.3925
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