Family Office Solutions

What Family Office Solutions does

Family Office Solutions (FOS), founded in 2011 and headquartered in Charleston, South Carolina, is a privately held boutique professional services firm that delivers outsourced accounting, tax, cash/debt, and estate/charity services to single family offices, multi-family offices, and ultra-high-net-worth families across the United States. The firm was launched as a lift-out by founder Kevin St. Germain (formerly of Dixon Hughes) alongside Morgan Williams, both previously focused on UHNW-family practices since 2006; the current named team also includes Rebecca NeSmith handling compliance work. The firm is positioned as an outsourced alternative to in-house family-office accounting and tax teams rather than a tool or platform product.

FOS delivers four integrated service pillars: Accounting Services (personal, business, partnership, trust, and cost basis accounting); Income Tax Services (planning, return preparation, payment and data coordination, multi-year projections); Cash & Debt Services (cash flow analysis, budgeting, bill pay, payroll, debt tracking, reconciliation); and Estate & Charity Services (estate/gift planning and filings, charitable entity planning, foundation services). Delivery is enabled by a technology stack of CCH Pro System FX Suite, RIA Checkpoint, BNA Income Tax Planner, QuickBooks, and Microsoft Office, running over a virtual desktop environment provided by an outsourced American Midwest IT firm operating in a Tier-3 data center with SEC, FINRA, and HIPAA compliance, dual authentication, and disaster recovery. Differentiated process automation for complex family-investment partnership accounting is repeatedly cited by clients as the mechanism enabling "reasonable" fee levels.

The revenue model is professional services engagement-based, with quote-based pricing undisclosed publicly; stated go-to-market is referral-led, relying on satisfied clients, CPA firms, RIA wealth managers, and family-office consultants (e.g., Mark Pockell, Rootstock Wealth Advisors) to source engagements. Marketing presence is limited to a company website, a LinkedIn page, and direct email ([email protected]). The firm is founder-owned with no institutional investors, no funding rounds, and no disclosed acquisitions, and operates as a small team (1–10 employees) serving enterprise UHNW-family clients, several of whom are documented as 8+ year engagements.

Name

Family Office Solutions

Legal name

Family Office Solutions, LLC

Website

https://fosllc.net

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Family Office Solutions is a Charleston, SC-based boutique professional services firm that provides outsourced accounting, tax, cash/debt management, and estate/charity services to single and multi-family offices serving ultra-high-net-worth families across the United States.

Ownership category

akta.pro rank

Product category

Family Office Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Office Administrative Services (56111)

SIC

Services-Management Services (8741)

akta.pro primary industry

Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)

akta.pro secondary industries

Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG), Family Business & Succession Advisory (FSAAADAL)

Keywords

• Family office services
• Outsourced accounting
• Wealth tax planning
• Partnership accounting
• Trust accounting

Headquarters

HQ city

Charleston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Accounting and Tax Services: Comprehensive outsourcing of accounting and tax services for family offices, including personal accounting, business accounting, partnership accounting, trust accounting, income tax services, cash and debt management, and estate and charity services. Revenue is generated through professional service engagements with ongoing client relationships.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Family Office Solutions is a boutique professional services firm that outsources the full stack of accounting and tax functions for single family offices, multi-family offices, and ultra-high net worth families. The firm delivers four integrated service lines: Accounting Services (personal, business, partnership, and trust accounting with cost basis tracking), Income Tax Services (planning, return preparation, payment coordination, and multi-year projections), Cash & Debt Services (cash flow analysis, budgeting, bill pay, payroll, debt tracking, and reconciliation), and Estate & Charity Services (estate/gift planning and filings, charitable entity planning, and foundation services).

Product overview

Family Office Solutions operates as a boutique professional services firm offering outsourced accounting and tax services for single-family offices and multi-family offices. The firm delivers four integrated service offerings: Accounting Services (covering personal, business, partnership, and trust accounting with cost basis tracking), Income Tax Services (including planning, return preparation, payment coordination, and multi-year projections), Cash & Debt Services (encompassing cash flow analysis, budgeting, bill pay, payroll, debt tracking, and reconciliation), and Estate & Charity Services (including estate/gift planning and filings, charitable entity planning, and foundation services). The service portfolio is unified by technology-driven efficiency and technology-enabled data connectivity to client platforms, with process automation capabilities that allow the firm to maintain cost efficiency while handling complex investment partnership structures.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Comprehensive outsourcing of accounting services for family offices and ultra-high net worth families, including personal accounting, business accounting, partnership accounting, trust accounting, and cost basis tracking.
• Income Tax Services Full-service income tax capabilities including tax planning, tax return preparation, tax payment coordination, tax data coordination, and multi-year tax projections tailored for wealthy families and family investment vehicles.
• Cash & Debt Services Financial management services encompassing cash flow analysis, budgeting, bill pay and payroll services, debt tracking, and reconciliation for family offices.
• Estate & Charity Services Wealth transfer and philanthropic planning services including estate and gift planning, estate and gift filings, charitable entity planning and filings, and foundation services for ultra-high net worth families.

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Marcum LLP: Top-15 U.S. accounting firm with a Family Office Services group offering tax, accounting, and advisory to UHNW families; broader portfolio but overlapping core service offering and client segment.
• Eisner Advisory Group: Mid-Atlantic accounting firm (formed via EisnerAmpmer merger) with a Private Client Services practice serving UHNW families and family offices with tax, accounting, and estate services.
• Crowe LLP: Major U.S. accounting and advisory firm with private client and family office tax and accounting services; broader portfolio but overlapping client segment and outsourced service model.
• Cerity Partners: Multi-family office and wealth advisory firm that itself outsources accounting and tax work to specialist firms like FOS; comparable end-client base and an indirect buyer of similar services.
• BDO USA: Global accounting network with a Private Client / Family Office practice providing tax compliance, trust and estate planning, and outsourced accounting to wealthy families; broader resource base but similar target market.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm serving private client and family office segments with tax, accounting, and advisory services; competes for the same referral-driven UHNW client base as FOS.

Direct peers

• Drucker & Scaccetti:
• Andersen Tax: National tax and advisory firm with a dedicated Private Client / Family Office practice offering outsourced accounting, tax compliance, and estate planning to UHNW families — directly comparable service mix and client base to FOS.
• Withum: Mid-Atlantic accounting and advisory firm with a Family Office Services group providing accounting, tax, and advisory to single and multi-family offices; closest direct competitor in scale and specialization.
• PKF O'Connor Davies: Accounting and advisory firm with a Family Office practice serving UHNW families with tax, accounting, and wealth transfer services; comparable boutique-mid-market positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/family-office-solutions-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Family Office Solutions