Withum

Withum is a national accounting and advisory firm offering tax, assurance, forensic, valuation, and technology consulting services across multiple industries. Family offices and private wealth clients are not the firm's stated primary audience, but its service breadth covers several functions that such clients routinely need: federal, state, and international tax planning, enterprise risk management, and transaction advisory across the full M&A lifecycle. The firm's affiliation with HLB International extends its reach to cross-border tax matters, which is relevant for families with global structures or foreign-source income.

For a family office evaluating Withum, the most applicable services include:

• Tax compliance and planning covering individual, entity, and international obligations
• Forensic and valuation services for dispute resolution, business interests, or estate planning support
• Enterprise risk management framework design, including board-level governance and risk oversight
• Business and transaction advisory for acquisitions, divestitures, or operational restructuring
• Cybersecurity assessments and IT risk strategy

Withum positions itself as a full-service firm rather than a specialist in family office operations. Buyers looking for a dedicated family office practice with deep expertise in consolidated reporting, investment accounting, or multi-entity ownership structures will need to verify whether those capabilities exist within the firm, as they are not evidenced on the site. Pricing is not publicly disclosed and likely structured on a project or engagement basis. This is a reasonable fit for a family office that already works with a dedicated investment advisor and needs a capable accounting and advisory firm to handle tax, risk, and transaction work alongside it.

• Tax planning and compliance across federal, state, local, and international jurisdictions
• Assurance and financial statement analysis
• Enterprise risk management framework design and governance
• Transaction advisory for M&A and business restructuring
• Forensic investigation and business valuation
• Cybersecurity strategy and IT risk assessment

• International tax services via HLB International affiliation
• Tax planning resource center with compliance reminders
• Enterprise risk management framework development and board preparation
• Forensic and valuation services for personal and business matters
• M&A transaction advisory across the full deal lifecycle
• Cybersecurity and IT security strategy
• AI and digital transformation consulting
• Microsoft Power Platform and Microsoft 365 advisory
• Global transfer pricing strategies
• Business process automation consulting

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

Contact form with 1-2 business day response commitment; dedicated team contacts per service area.