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Family Office Services
Cohen & Company
We know how important it is for high-net-worth families to cement their legacy. Our professionals work closely with you, your entire family and your advisors to provide personalized solutions that support your overall objectives now and for future generations. With 30 years of experience and the right expertise, our team uses industry best practices to assist you in everything from providing foundational support in creating your single family office to offering a full suite of services.
Our clients range in net worth from $10 million to $15 billion, but, regardless of the size of your family office, our focus remains on building a lasting relationship as we share in your journey. In addition to handling the day-to-day tactical responsibilities of your family office, our dedicated team will support the overall vision of your family’s legacy — leaving you more time to pursue your true passions.
• Outsourced accounting services
• Legacy planning
• Philanthropic planning and reporting
• Philanthropic oversight and consultation
• Generational coordination, education and financial literacy
• CFO services
• Wealth transfer
• Cash flow analysis and projections
• Net worth reporting
• Unique asset reporting and management
1350 Euclid Ave
Cleveland, Ohio 44115