Important! Extended hours during tax season: Tuesdays, Thursdays, and Saturdays
Managing significant family wealth means safeguarding more than financial capital — it’s about protecting a legacy, honoring values, and preparing the next generation to thrive.
SMAART Company becomes an extension of your family’s trusted circle — delivering discreet, relationship-first support that aligns your financial structures with your family’s broader vision.
We handle the complexities behind the scenes so you can focus on what matters most: your family’s well-being, relationships, and enduring impact.
Today’s family offices navigate a sophisticated web of responsibilities:
Multi-entity structures: Trusts, partnerships, foundations, and holding companies all require clear, consolidated accounting and accurate reporting.
Cross-border complexities: International investments, multiple jurisdictions, and evolving global tax laws demand precision and up-to-date expertise.
Generational transitions: Managing estate planning, gifting, and family governance means balancing financial strategy with family harmony.
Philanthropic goals: Impactful giving needs transparent accounting and regulatory compliance to meet IRS requirements and family mission objectives.
Uncompromising privacy: Protecting confidential data and your family’s reputation is fundamental to everything we do.
Without dedicated, discreet, and deeply knowledgeable partners, families risk tax inefficiencies, financial blind spots, and eroded trust that can undermine decades of hard work.
SMAART Company combines technical excellence with the care and attention families expect from a true advisor. We translate complexity into clarity, guard your privacy fiercely, and build systems that support your family’s unique dynamics, so you’re prepared for what’s next — no matter how much the world changes.
1. Family Office Accounting & Consolidated Reporting
Ensure all family assets, investments, and entities are accounted for clearly and accurately. We create robust systems that produce timely, meaningful reports, so you always know where your wealth stands.
2. Advanced Tax Planning & Compliance
Protect your wealth across generations with proactive, multi-jurisdictional tax strategies. We handle income, estate, gift, and trust tax planning while maintaining full IRS and state compliance.
3. Payroll & Household Staff Administration
Run your household operations smoothly with discreet, compliant payroll for domestic employees, private staff, and executive teams — including benefits administration and tax filings.
4. Philanthropic & Foundation Support
Align your giving with your family’s mission through transparent foundation accounting, grant tracking, and compliance reporting. We help ensure your charitable work meets legal requirements and delivers clear impact.
5. Generational Advisory & Succession Planning
Prepare the next generation with thoughtful governance, clear transition strategies, and practical tools for managing wealth and responsibilities — so your legacy remains secure and your family stays unified.
Families choose SMAART Company because we respect that behind every statement and structure are real people and meaningful legacies.
We bring calm, proactive solutions, protect your privacy at every turn, and work with you to build the foundations that keep your family’s vision strong for generations to come.
Yes — we support dedicated family offices and shared multi-family structures, tailoring our approach to each family’s unique needs.
Absolutely. We help families navigate foreign investments, multi-country tax obligations, and reporting requirements with confidence.
We use secure, encrypted cloud platforms, strict access controls, and best-in-class cybersecurity practices to safeguard your most sensitive information.
Yes — we provide specialized accounting and compliance for philanthropic entities, ensuring your giving aligns with your mission and regulatory obligations.
We start with a discreet discovery session to understand your family’s goals and structures. Then we craft a custom plan, integrate our team seamlessly, and stand ready to guide you through whatever comes next.
