We are dedicated to our clients.
Dedicated to providing impeccable service, expert solutions, and individualized support.
Who We Are
Acadia Family Office is a multi-family office and tax firm dedicated to crafting and executing tailored financial solutions for high-net-worth individuals and their families. Our expertise ensures that our clients have peace of mind knowing that their assets are secure, well-managed, and poised for growth.
Our Services
Family Office Services
Family Office Services
Family Office Services
- Bill Pay Management
- Personal Financial Statements
- Cash Flow Management
- Household Payroll
- Organization of Financial Data for Tax Preparation
- Coordination of Income Tax, Charitable Giving, Investment, and Wealth Transfer Strategies
- Estate Planning, Implementation, Monitoring
- Insurance Planning and Evaluation
- Specialty Projects
- Cash Out Refinancing
- Precious Metals
- Collectibles
Tax
Family Office Services
Family Office Services
- Planning, Compliance, & Consulting
- Philanthropic
- Trust & Estate
- Taxation of Financial Products
- Individual Tax Returns with Complex Investments
- Hedge Funds
- Management Company & GP
- Investment Partnerships