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Exhibiting depth and creativity within our tax planning

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Family Office

Wealth can bring great happiness, but it can also present a unique set of challenges.  Diverse obligations, responsibilities and goals of each family must be reconciled with custom attention and planning.

Enter Acadia Family Office. As your trusted team, we understand the specifics of your particular needs and work diligently to streamline the administrative tasks of your family and stay compliant with your obligations. Our firm intricately weaves your personal and business goals with our exceptional suite of services that we customize according to your objectives. Our goal is to free you from the overwhelming complexities that you face on a daily basis, enabling you to focus on enjoying your wealth.

Tax

Hedge funds and other alternative investments are part of an industry that is in perpetual flux. With constant change to the tax code affecting investment activities and complex reporting requirements for the alternative investments, the principal’s and investors’ need for expertise is crucial today more than ever before.

Turn to Acadia Family Office to guide you through these ever-changing intricacies. We work with investors and principals of alternative investments to handle their tax compliance and planning needs and assist them in the organization of their trust, estate, and philanthropic planning.  Additionally, we guide principals of alternative investments by bridging their management company, general partner, and investment partnerships with their personal and family office needs.  At Acadia Family Office we pride ourselves on proactive tax planning that maximizes tax efficiencies in all aspects of structuring and planning.

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