Family Office

Protecting Assets & Managing For the Future

FD Family Office Advisory offers advisory, compliance and administrative support services to serve the specific needs of each family office client. As part of one of the largest and fastest growing CPA firms in the U.S., we offer a depth of expertise to help you account for today while advising for your evolving future.

Our team includes CPAs who are also attorneys who offer support well beyond traditional CPA firm services.  We are also the only advisory firm with a subsidiary private equity and real estate fund administration business, so we bring a unique perspective to the services we provide.

FD Family Office Services

  • Administrative & “back-office” services
  • Tax planning & compliance
  • Asset protection
  • Accounting, bookkeeping and bill paying
  • Family trust company services
  • Estate planning
  • Charitable planning
  • Business migration & domestication services to low tax jurisdictions [including Nevada & US Virgin Islands]
  • Development of internal controls
  • Review & implementation of Qualified Opportunity Zone investments
  • Nevada Trust & Business services
  • Corporate structural matters, including:
    • Consideration of alternative structures & future planning
    • Tax minimization; tax mitigation investments
    • Choice of entity

Highlighted Topics

Nevada Trusts & Businesses

As a leading national CPA firm with a growing office in Las Vegas, Frazier & Deeter has deep expertise with the implementation, management & maintenance of Nevada businesses & trusts. We’ve served more than 50 Nevada Businesses & Trusts, and we understand their unique needs.

Opportunity Zone Funds

Frazier & Deeter and our fund administration sister company, FD-FA, offer a full suite of services to support real estate investors pursuing OZ incentives. Our team helps you:

  • Structure and implement qualified opportunity zone funds
  • Minimize compliance and operational risk
  • Cost-efficiently support fund administration, including tax reporting
  • Enhance investor relations with transparency and professional investor relations
  • Manage reporting to meet the needs of both the fund and the investor

Interested in learning more about FD Family Office? Give us a call at 702.640.5050 or 404.253.7500.