Manage Your Assets

Accounting Firms

From tax return preparation to investment advisory services, the role of the accounting firm has grown dramatically in the last ten years. However, the most common accounting services utilized by Icon Family Office Group members are tax planning, tax return final review, and partnership accounting.

Icon has staff dedicated to tax compliance work, and many clients rely on our group for final review prior to filing. The family’s primary accountant is typically the team's lead on tax issues. Where the family still owns an operating business, the accountant often has a comprehensive understanding of the tax issues for the business and the family.

Bank or Trust Companies

The banker shares an understanding of the client's cash and credit positions. Most families of wealth recognize credit as an essential tool in managing the interrelationship between investment portfolios, tax and estate planning, and cash flow requirements. The banker's role is to get creative with his/her array of alternatives to allow for the implementation of the team's plans. We work with your banker to coordinate this strategic objective.

Family Business Advisors

At times it benefits the Group and Family to turn to outside resources that specialize in matters related to intergenerational wealth. These experts may be called upon for support in areas such as governance planning, strategic planning, leadership development, educational programming, and conflict management. Icon collaborates and balances the factors of generational goal assessment and risk assessment.

Insurance Providers

The role of the insurance provider is to identify, evaluate and recommend the best ways to protect the family groups' assets. Insurance services range from auto, home and life to fine art and personal security. Icon serves many clients as the intermediary between the family members and the insurance provider, pay premiums and monitor coverage. The insurance provider may work in conjunction with the accountant, attorney and/or the family’s money manager to employ creative uses of life insurance in the wealth transfer/estate planning process. Icon works together with this team to ensure these objectives are clear and well capitalized.

What Icon Wealth Management Delivers To Your Trusted Advisor Team

Our families and their trusted advisors rely on Icon for a variety of services, including strategy development, asset allocation, manager selection, performance measurement, and periodic strategy review. Our Private Wealth Managers and Advisors have access to databases and research on any number of asset classes. Icon has invested in creating proprietary technology needed to provide custom asset and investment performance summaries and has staffed trained wealth professionals who can educate family members and their trusted advisors about their alternatives and the performance of their assets. The role of your Icon Private Wealth Advisor on the team varies from advising about strategy to implementing and monitoring the strategy.