RAFFA - Advancing the Concepts of Solid Nonprofit Management.  More than just an Accounting Firm.

Family Office



Ensure your family mission is realized.



RAFFA Family Office Services Group (RFOS) manages the multitude of professional services required by our clients to ensure that their family mission is realized and that their legacy endures. We help families develop educated and sophisticated family governance, family office best practices, and impactful philanthropy. RFOS also offers a range of Family Office administrative services to reduce the burdens that result as family wealth and financial management needs grow.

Our Routine Services Include:

  • Coordination of Income Tax, Charitable Giving, and Wealth Transfer Strategies
  • Counsel on Business Acquisitions and Sales
  • Structuring of Real Estate Investments
  • Counsel on Private Equity and Venture Capital Transactions
  • Planning for Investments that Utilize Sophisticated Ownership Structures
  • Managing Complex Tax Compliance Engagements
  • Integrated Services for Forward-Thinking Families
Additional Services Available:
  • Sophisticated Individual Income Tax and Wealth Transfer Planning & Compliance
  • Family Office Services
  • Structuring of Family Limited Partnerships and Trusts
  • Tax and Financial Transaction Structuring of Private Investments in Businesses and Real Estate
  • Formation of Private Foundations and Related Tax Compliance
  • Family Meeting Planning, Mission Statements, and Communications Strategies
  • Private Equity and Venture Capital, Due Diligence, and Tax and Consulting Support
  • Assurance and Tax Compliance Services
  • Internal Controls and Operations Reviews
  • Outsourcing Support for Multi-Family Offices
Family Office Services Brochure  Family Office Services Group (PDF)

Contact us via email or call 202.822.5000 to find out how RAFFA can help you with your family office needs!.