The ultimate client advocate

We are a multi-family office and tax firm that serves as the ultimate client advocate with our deep commitment to understanding the unique needs of high net worth/ultra-high net worth individuals.

At Acadia Family Office, a multi-family office and tax firm specializing in high and ultra-high net worth individuals, we are committed to recognizing and meeting the unique needs of our valued clients.

We work with unrivaled passion to relieve our clients of the worries that accompany day-to-day operations and many of the inherent challenges posed by wealth and ensure that proactive tax planning and the family vision are always considered when devising personalized services.

While attorneys often develop creative trust and estate plans, they often struggle with the complexities of implementation. Our staff of devoted professionals works closely with every client’s personal advisors to assemble a team of experts tailored to his or her needs, assuring that effective tax, gift and estate, philanthropic and family goals are skillfully intertwined. Utilizing our collective years of experience and proven methods, we ensure that all plans are administered effectively with utmost tax efficiency. Our established systems enhance the family’s ability to focus and enjoy their preferred pursuits in whatever is truly important to them.

With unrivaled expertise and proficiency in the intricacies and tax ramifications of high net worth individuals with multiple entities and/or investments, Acadia Family Office prepare complex tax returns and maximize tax planning opportunities. Significant income tax and gift and estate opportunities are always taken into consideration to ensure that our clients benefit to the highest possible degree.

As we develop strong relationships and familiarize ourselves with the inner workings of the family, the entire selected team staunchly protects the client’s sensitive information. Additionally, we maintain the highest level of security to safeguard the confidentiality of all information.

When you entrust your tax and family office needs to Acadia Family Office, you can rest assured that you and your family values are always treated as our top priority.

Servicing high net worth individuals of any level