Family Office Support

NDH provides outsource tax solutions to family offices.  Our large firm experience and small firm fee structure permit us to efficiently provide tax services to the demanding family office market.  We currently have relationships with over seven major Chicago-area family offices and prepare returns for more than 100 taxpayers including individuals, trusts, family partnerships, and charitable vehicles.  Family offices leverage our expertise and efficiency to manage large tax compliance projects.

We work effectively with your family office personnel and other outside advisors to integrate our services with your overall tax filing objectives.  We understand that family office managers wear multiple hats and that their personnel cannot be devoted strictly to tax issues.  Our outsourced tax services help minimize the family office’s tax compliance cost and time investment.

Our family office support services include:

  • Estate, Gift & Trust Income Tax Preparation
  • Individual & Partnership Income Tax Preparation
  • Family Limited Partnership Accounting & Section 704(c) planning
  • Charitable Vehicle Income Tax Preparation