Dallas CPA Firm

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Family Office Services

L&H CPAs and Advisors is a valuable resource for busy families, business owners, and entrepreneurs. We offer a full range of family office services that are designed to make wealth management and preservation easy and efficient. We provide bill paying services, investment advisory, philanthropic planning, retirement planning, and much more.

Call us at 972-421-1099 now or request a consultation online to learn more about our family office services.

Bill Paying Services

Our personal bookkeeping and bill-paying services include bank account reconciliations, transferring funds, and making deposits.

Retirement Planning

We'll steer you towards the retirement planning options that will allow you to live the life you want to live during your retirement.

Exit and Succession Planning

Whether you'd like to sell your business or keep it in the family, we can make the necessary arrangements so you're prepared when the time comes.

Investment Management

We offer creative investment strategies and will show you how to develop a diversified portfolio that's in line with your risk tolerance and goals.

Philanthropic Planning

We'll help you decide which types of charities to contribute to and will integrate your philanthropic donations with your overall wealth management plan.

Estate Planning

Work with us to develop a comprehensive estate plan that safeguards your wealth and transfers it to your beneficiaries with limited tax consequences.

Individual Tax Services

Our firm is experienced in reducing taxes in order protect wealth and assets for business owners, entrepreneurs, and high net worth individuals.