A Quiet Engine for Your Family.
Centralised oversight for complex family wealth.
Concierge-level coordination of your accounting, tax, reporting and advisor relationships — so the financial side of your life runs quietly, accurately and on your terms.
Senior CPA-led, start to finish.
Personalized scope tailored to your situation
Direct access to your senior advisor — no hand-offs
Proactive, year-round guidance
Plain-language explanations of every recommendation
Practice
Private Client
Every engagement, considered.
The core of what's included when you engage PAG for family office services.
Consolidated reporting across entities, trusts and accounts
Cash-flow, bill-pay and household financial administration
Coordination with lawyers, bankers and investment managers
Multi-generational governance and education support
Discreet, single-point-of-contact relationship management
A clean, calm process.
Discovery
We start with a confidential conversation to understand your situation, priorities and the outcomes you're working toward.
Tailored Engagement
Your senior CPA designs a clear scope of work, running every detail with precision and proactive communication.
Ongoing Partnership
We stay close throughout the year — flagging risks, surfacing opportunities and adjusting your plan as your goals evolve.
More from our Private Client practice
Personal Tax Returns
Every credit, every deduction, every year.
Learn morePrivate Wealth Planning
Holistic strategy across tax, investment and legacy.
Learn moreTrust & Estate Services
Trust accounting, T3s, and estate administration.
Learn moreEstate & Succession Planning
Plan today so the next generation inherits well.
Learn more