Aprio

Aprio is a CPA-led business advisory, tax and accounting firm headquartered in Atlanta. Its family office services bring together tax planning, estate planning, wealth management, consolidated reporting and governance, with a team that includes accountants, wealth advisers and attorneys.

The service supports virtual or outsourced family offices, multi-family offices and single family offices. Investment management runs through Aprio Wealth Management, an SEC-registered adviser providing advisory services since 1999, and legal work through Aprio Legal.

Key facts

• Headquarters: Atlanta, Georgia, United States
• CEO: Richard Kopelman (CEO since 2013)
• Scale: More than 2,100 professionals, 31 US offices and two international locations (per Aprio)
• Wealth arm: Aprio Wealth Management, LLC, SEC-registered; CEO Keith Greenwald
• Ownership: Aprio Advisory Group, LLC

What the firm does

• Sophisticated tax planning: family office structuring, international tax, estate, trust, gift and philanthropic planning.
• Consolidated asset management: portfolio management, performance reporting and asset allocation.
• Accounting and financial reporting: standalone and consolidated multi-entity financial statements.
• Multigenerational estate planning and family conflict minimisation.
• Legal counsel and litigation through Aprio Legal for beneficiaries, trustees and executors.

For family offices

Aprio fits families who want tax at the centre of their family office and one firm coordinating accounting, reporting, investments and legal work. Its multi-entity reporting is useful for families with many trusts, partnerships and holding companies.

Considerations and fit

Family office services are one line within a large national firm built partly through acquisitions. Investment advice comes from an affiliated RIA, so families should review its disclosure brochure. Fees are not published.

Frequently asked questions

Does Aprio offer family office services?

Yes. It provides tax and estate planning, consolidated reporting, accounting, governance, legal support and wealth management for single, multi and virtual family offices.

Who runs Aprio Wealth Management?

Keith Greenwald is CEO of Aprio Wealth Management, an SEC-registered investment adviser.

Where is Aprio headquartered?

Atlanta, Georgia. Richard Kopelman is CEO of Aprio Advisory Group.

Sources: aprio.com family office services page; Aprio Wealth Management Form ADV Part 2A, 20 April 2026; aprio.com leadership bio. Facts checked 21 October 2026.

• Family office tax structuring
• Estate and trust planning
• Consolidated reporting
• Multi-entity accounting
• Wealth management
• Legal counsel

• Serves single, multi and virtual family offices
• Consolidated multi-level entity statements
• In-house attorneys (Aprio Legal)
• SEC-registered wealth arm
• International tax planning
• Philanthropic planning

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals.

Yes