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Family Office

Whether you are a business owner, a member of a wealthy family, or a member of a multi-generational family, Michels & Hanley is pleased to offer Family Office Services to you and your family.

By utilizing the services of our highly skilled family office service professionals, you and your family can enjoy improved financial management in a cost effective manner.

We work directly with you and with your other key advisors to ensure that your entire team is on the same page, putting your interests above all else. 

Whatever challenges you face and whatever your goals may be, we are here to help.  From streamlining administrative tasks to preserving wealth for future generations, we customize a plan to fit your family's specific needs.

Administrative Streamlining

  • Bill paying
  • Budgeting
  • Cash Flow Management
  • Payroll


  • Personal accounting and reporting
  • Business accounting
  • Financial reporting
  • Investment performance reporting


  • Tax planning
  • Estate planning
  • Financial planning
  • Insurance policy review
  • Multi-generational planning
  • Succession planning
  • Retirement planning
  • Advisory services


  • Charitable giving
  • Foundation management

Risk Management

  • Asset protection
  • Liability management
  • Litigation support

Other Services

  • Concierge Accounting Services
  • Credit monitoring and planning
We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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© Michels & Hanley CPAs, LLP 2021