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Industry Expertise

Family Office

Lutz Industries + Family Office

Sustain your family's wealth across generations.

Lutz’s Family Office administration services help high-wealth families determine goals and priorities, establish processes, and manage their legacy. We understand that all families are unique, and as a result, we don’t use a one-size-fits-all approach. It takes more than just managing money to sustain wealth between generations, which is why we work to provide customized solutions based on a variety of factors, including governance, sustainability, planning, and lifestyle. Our goal is to partner with you to establish processes and guide you in developing a shared mission.

Solutions

  • Accounting

    + Family Office Administration
    + Outsourced Accounting
    + Accounting Procedures Assessment
    + Audit & Assurance
    + Tax Consulting & Compliance
    + Estate & Trust Planning
    + Wealth Transfer & Succession Planning

  • Consulting

    + Philanthropy/Giving Strategies
    + Business Valuation
    + Litigation Support
    + Risk Assessment
    + Family Office Structuring

  • Financial

    + Financial Planning
    + Investment Advisory
    + Retirement Plan Services

  • Tech

    + Data Analytics & Insights
    + Outsourced IT
    + Technology Strategy Consulting
    + Software Consulting & Implementation

  • M&A

    + Sell-Side Representation
    + Transaction Advisory Services
    + Business Transition & Exit Planning

Family Office Solutions Photo
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Chartered Advisor in Philanthropy®

Lutz is proud to have nine members who have earned the Chartered Advisor in Philanthropy® (CAP®) designation. Participants complete a rigorous 12-month course covering taxation, financial strategies, fundraising, family office subtleties, and more to gain a comprehensive understanding of philanthropy.

Our team of CAP® advisors is well-equipped to guide you through the complex landscape of charitable giving providing tailored solutions that maximize the impact of your philanthropic endeavors. With our advanced knowledge and dedication to philanthropy, you can trust that your legacy will be preserved and your generosity will continue to make a difference for generations to come.

Resources

Expert Insights, Coming Right Up

Accounting
Are You Prepared? Financial Access Checklist for Spouses
Do you or your spouse handle most of your financial activities? If your spouse were not here ...
Family Office
Family Office FAQs
Although modern family offices have been in existence since the 19th century, the term is ...
Family Office
Resilience Skills: What You Need When the Going Gets Tough
You have undoubtedly heard the famous expression, “When the going gets tough, the tough get ...
Family Office
Family Businesses + How to Operate Like the Pros
Family businesses are the backbone of our economy, being the single biggest job creator and ...
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Your goals are our goals.

Our experts appreciate perspective, put people first, and make the complex simple. We strive to empower families to make informed decisions that will ultimately lead to the preservation and enhancement of their legacy.