Family Office Services
Every advisor in your life, working from one plan.
A virtual family office for high-net-worth individuals and families. Investment planning, wealth structuring, legacy and significance planning — and everything from bill payments to concierge — coordinated by your CPA and a trusted network of partners.
The family office, without the office
Significant wealth creates a second job: managing it.
Your investment advisor doesn't see your tax return. Your attorney drafted the trust but doesn't know what's in it now. Your insurance agent has never met either of them. And somebody still has to pay the property taxes, track the K-1s and book the flights.
The wealthiest families solve this by building a single-family office. We give you the same coordination — one team, one plan, one point of contact — without the overhead of hiring a staff. Tax touches every financial decision a family makes, so your CPA is the natural place to coordinate them.
Is it time for a family office?
- Your wealth spans operating businesses, real estate, private investments and trusts
- You have five or more advisors — and none of them talk to each other
- A business sale, inheritance or other liquidity event is behind you or ahead of you
- Your family lives across several households, states, countries or generations
- You are the one chasing every K-1, capital call, renewal and invoice
- You want a family office's coordination without hiring one
What we plan
Four disciplines, one strategy.
Most families get these from four different firms that never compare notes. We plan them together, because a change in one always ripples into the others.
Investment Planning
A written investment policy for the whole family balance sheet, set with your registered investment advisers.
- Asset allocation across public markets, private equity, real estate and alternatives
- Manager selection and oversight through independent advisers
- Liquidity and capital-call planning so cash is where it needs to be
- Every move weighed on an after-tax basis
Wealth Structuring
The entities and trusts that hold your assets, designed to work together instead of accumulating by accident.
- Holding companies, family LLCs and limited partnerships
- Trust architecture coordinated with your estate attorney
- Asset protection and liability separation
- Multi-state and cross-border ownership planning
Legacy Planning
Moving what you have built to the next generation on your terms, with the tax plan built in.
- Estate plan design and regular review with your attorney
- Gifting strategy, GRATs, IDGTs and SLATs
- Family business succession and ownership transfer
- Fiduciary and trust tax compliance
Significance Planning
Deciding what your wealth is for — and preparing the people who will carry it.
- Family mission, values and governance: constitutions, councils, meetings
- Philanthropy through donor-advised funds, foundations and charitable trusts
- Next-generation financial education and onboarding
- Impact goals tracked alongside financial ones
What we run
From bill payments to concierge.
Strategy only matters if the day-to-day runs smoothly. We take the administrative load off your family so your time goes to the decisions only you can make.
Bill Pay & Household Accounting
Bills paid on time across every household and entity, with the books kept and reconciled every month.
Cash Flow & Budgeting
Family-wide cash planning, spending visibility and a reserve strategy that matches your commitments.
Consolidated Reporting
One net-worth picture across banks, brokerages, entities, trusts, real estate and private holdings.
Insurance & Risk Review
Property, umbrella, life, liability and cyber coverage reviewed together, so nothing overlaps or falls through.
Household Staff & Payroll
Household employee payroll and filings handled correctly for nannies, caretakers, drivers and estate staff.
Documents & Records
Wills, trust agreements, deeds, policies and tax records organized and on hand when a decision depends on them.
Property & Major Purchases
Coordination of homes, vehicles, aircraft, art and other major assets: purchase, financing, titling and upkeep.
Concierge & Lifestyle
Travel, events, vendor management and the errands that consume your week, handled through trusted partners.
Your coordinated network
We quarterback. Specialists execute. You get one point of contact.
We have built a network of independent specialists we trust and coordinate on your behalf. We keep the advisors you already rely on, introduce new ones only where there is a gap, and make sure everyone works from the same numbers, the same calendar and the same plan.
Why virtual
Three ways to run a family office.
A virtual family office gives you the capabilities of a single-family office while replacing fixed overhead with services that scale to your needs.
| Compare | Single-family office | Multi-family office | Omotayo CPA virtual family office |
|---|---|---|---|
| Built for | One ultra-wealthy family | Several wealthy families sharing one firm | High-net-worth individuals and families who want family-office coordination without building one |
| Who does the work | In-house staff you hire and manage | The firm's own team and products | Your CPA as the quarterback, plus a vetted network of independent specialists |
| Cost structure | Fixed — salaries, office space and systems | Shared, typically a percentage of assets or a retainer | Scales with the services you use — no office to fund |
| Your current advisors | Usually replaced by staff | Typically consolidated into the firm | Kept, and finally working from one plan |
How it works
01
Discovery
We map the whole picture: every entity, account, property, advisor, obligation and goal — and what keeps you up at night.
02
Family Wealth Blueprint
A written plan covering investments, structure, taxes, legacy and day-to-day operations, with priorities and owners for each.
03
Assemble the Team
Your existing advisors join the plan. Where there is a gap, we introduce a vetted specialist from our network.
04
Run & Report
We run the operations, keep every advisor in sync and meet with your family each quarter to review progress and decisions.
Questions families ask us
What is a virtual family office?
A family office coordinates everything about a family's wealth: investments, taxes, entities, estate plan, insurance, bills, philanthropy and the people who handle each. A virtual family office delivers that same coordination through a network of independent specialists instead of an in-house staff and a physical office. We sit at the center as your CPA and single point of contact.
How is this different from working with a wealth manager?
A wealth manager looks after the investment portfolio. A family office looks after everything around it — the tax return the portfolio feeds, the trusts and entities that own it, the estate plan it funds, the insurance that protects it and the bills it pays. Your wealth manager becomes one member of the team we coordinate.
Do I have to replace my current advisors?
No. Most families come to us with an attorney, an investment advisor or an insurance agent they already trust. We get them working from the same plan and the same numbers, and bring in specialists from our partner network only where there is a gap.
Who manages my investments?
Investment management is handled by independent, registered investment advisers — yours, or one introduced from our network. We help set the strategy with them, track performance across every account and entity, and make sure each decision is weighed on an after-tax basis.
What is significance planning?
Success planning is about building and protecting wealth. Significance planning is about what that wealth is for: the values you want to pass down, the causes you want to support and how the next generation is prepared to carry it. We turn that into a family mission, a governance structure and a giving strategy.
Who is a good fit?
Individuals and families whose wealth spans several entities, accounts, properties, states or generations — and who are spending too much of their own time keeping their advisors in sync. Every engagement is scoped after a discovery call, so you only pay for the coordination and services you actually use.
Do you work with families outside Texas?
Yes. We are based in Dallas and Denton and serve families across the U.S. and internationally, including cross-border households with assets or heirs in more than one country.
Omotayo CPA LLC provides tax, accounting and advisory services and coordinates the family office team. Investment advisory, legal, insurance and concierge services are provided by independent, appropriately licensed professionals in our partner network.
Stop overpaying. Start strategizing.