Your Trusted Family Partner
Providing financial and household management tailored to your needs.
Managing a busy household or family office can be complex. Our comprehensive services are designed to help you stay organized, manage your finances efficiently, and gain peace of mind. From bill payments and reconciliations to personalized cash flow planning, we’re here to simplify your day-to-day operations and long-term financial strategies.
Core Offerings
BILL PAY
Provides seamless financial management with weekly and monthly summaries, ensuring families stay organized and informed about their household expenses.
RECONCILIATION
Ensures accurate tracking of financial accounts, providing families with clear, up-to-date insights into their spending and balances.
STATEMENT PRODUCTION
Delivers comprehensive balance sheets, income statements, and cash flow reports, offering families a clear and organized view of their financial health.
ACCOUNT MANAGEMENT
Streamlines financial operations by facilitating transactions, addressing inquiries, and serving as a trusted liaison between families and their financial institutions.
A La Carte & Premium Services
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Payroll Coordination for Household Employees
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Cash Flow Planning / Projections / Forecasting
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Annual Budgeting Session
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Budget Variance Reporting
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Property Tax Review & Protest Coordination
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Insurance & Risk Management
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​Fractional Life/House Manager
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Includes Book travel, tickets, home services, etc.(8 hours per month)
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Our Team.
Run by a team of experienced accountants, lawyers, and finance professionals, we provide expert guidance to streamline your household management and ensure your financial goals are met with precision and professionalism.
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Our Mission
At Beacon Family Office Services, our mission is to bring organization, accuracy, and efficiency to family financial management. We are dedicated to delivering dependable solutions with meticulous attention to detail, ensuring the completeness and integrity of every task.
Our goal is to provide peace of mind to our clients through exceptional service and unwavering commitment to excellence.
Let's Simplify Your Life.
Contact us today to learn how our services can free up your time, reduce stress, and give you peace of mind. Whether you need basic support or full-service solutions, we’re ready to help.