Kaufman Rossin

Kaufman Rossin is a Florida-based CPA and advisory firm with a dedicated Family Office Services practice that has operated for nearly six decades. The practice is distinct from generic accounting firms in one important way: many of its practitioners came from single- or multi-family office backgrounds, meaning the team carries an operational understanding of what families actually expect rather than a transactional client-service model. This is not a wealth management arm of a bank. It is an advisory and accounting practice that positions itself as a fractional family office infrastructure, covering both technical compliance work and the logistical demands of affluent family life.

The service scope is unusually wide for an accounting firm. Beyond tax, estate planning, and consolidated reporting, Kaufman Rossin offers a Lifestyle Services function that operates as a fractional chief of staff. Documented examples include coordinating the sale of a 500-acre property within three weeks, conducting art and wine inventories across multiple states, and managing weekly financial house calls for elderly clients. The firm also provides:

• Domestic payroll, bill pay, and budgeting
• Trust, estate, and succession planning
• Cybersecurity assessment and internal fraud controls for family offices
• Foundation management and philanthropy structuring
• Complex asset management across international investments and private business interests
• Coordination with third parties including real estate, P&C insurance, and concierge medicine providers

The trade-off a family office accepts here is that Kaufman Rossin is a services firm, not a technology platform. There is no proprietary software portal built for family office clients, and the offering depends on the quality and continuity of the assigned team rather than a product. Pricing is not disclosed publicly. Families seeking a standalone software tool or technology-first reporting infrastructure will need to look elsewhere, but those wanting deep outsourced operational support from professionals who understand the full complexity of multigenerational wealth will find this practice well-suited to that need.

• Outsourced family office accounting and financial reporting
• Tax planning and compliance for high-net-worth individuals and families
• Lifestyle and concierge management including property, travel, and staff coordination
• Estate, trust, and succession planning
• Internal controls, fraud prevention, and cybersecurity assessment
• Philanthropy and foundation management

• Consolidated investment reporting and data aggregation
• Domestic payroll and bill payment processing
• Fractional chief of staff and estate management
• Art, wine, and collectibles inventory management
• Federal and state income tax planning and compliance
• Family governance and succession planning
• Insurance analysis and oversight
• Divorce litigation support and prenuptial agreement assistance
• Foundation management and tax-exempt organization formation
• Cybersecurity and internal control assessment for family offices

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

Dedicated named professionals per client with direct phone and email access