Armanino

Family offices managing complex, multi-generational wealth face a recurring problem: their accounting, tax, and operational needs do not fit neatly into tools built for either corporate clients or retail investors. Armanino, ranked among the 20 largest independent accounting and consulting firms in the United States, maintains a dedicated family office practice that addresses this gap. The firm reports serving more than 2,000 family office clients with net worth of $50 million or more, positioning itself as a firm that understands the operational weight behind private wealth at scale.

The family office offering spans advisory and outsourced functions across the full administrative lifecycle:

• Personal CFO and business management services
• Tax, trust, and estate planning
• Accounting and general ledger functions
• HR outsourcing for family office staff
• Cybersecurity advisory
• ERP selection, implementation, and change management

The firm also incorporates AI-assisted tools into its service delivery, including cash flow forecasting models, and has built an implementation practice around platforms such as Workday Adaptive Planning and Sage Intacct. This gives family offices access to technology guidance without needing a separate systems integrator.

Armanino’s breadth is its clearest advantage and its most honest trade-off. A family office that wants a single firm to handle tax compliance, outsourced accounting, HR, cybersecurity, and ERP implementation will find unusual coverage under one engagement. But a family office seeking a boutique advisor focused exclusively on private wealth, or one with bespoke investment reporting needs, may find the generalist accounting firm context a poor fit. Pricing is not publicly disclosed, and engagements are likely structured on a retainer or project basis depending on the scope of services selected.