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Sustain your family's wealth across generations.
Lutz’s Family Office administration services help high-wealth families define priorities, establish processes, and manage their legacy. Every family is unique, and sustaining wealth across generations requires more than managing money. That’s why we provide customized solutions that bring together governance, sustainability, planning, lifestyle support, and technology security, all with a structure built for the long term.
Solutions
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Accounting
Comprehensive accounting is the foundation of effective wealth management. With Lutz in your corner, you can focus on your family's priorities and legacy goals while our experienced team manages your complex financial records, reporting, and compliance. Beyond traditional accounting, we also provide cash flow analysis, prepare monthly family financial statements, and educate the next generation on financial stewardship, helping ensure your wealth lasts.
+ Family Office Administration & Structuring
+ Outsourced Accounting
+ Audit & Assurance
+ Tax
+ Estate Planning & Trusts
+ Wealth Transfer
+ Cash Flow Management & Analysis
+ Monthly Financial Statements
+ Philanthropy/Giving Strategies
+ Litigation Support -
Financial
At Lutz Financial, our professionals understand that securing your financial future is a process, not a one-time event. The circumstances regarding your family, business, taxes, philanthropic interests, and goals are unique. Our advisors are equipped with the knowledge and solutions to help you get there, while also providing financial education to prepare future generations for responsible stewardship.
+ Financial Planning
+ Investment Advisory
+ Retirement Plan Services
+ Financial Education for Future Generations -
M&A
For families with privately held businesses or significant investments, transition events are critical moments that shape both financial outcomes and family legacy. Whether preparing for a sale, recapitalization, or generational transfer, Lutz provides senior-level attention and expert guidance to help you maximize value, manage tax implications, and ensure a smooth transition that aligns with your family’s long-term goals.
+ Transaction Advisory
+ Business Valuation
+ Succession Planning -
Tech
The Lutz Tech team understands that keeping your systems running optimally is just the beginning. We go further by helping families protect what matters most. From assessing home networks and security systems to establishing secure data storage for essential family documents, our team provides the confidence that your digital and physical worlds are protected.
+ Data Analytics
+ Outsourced IT
+ Digital Transformation
+ Risk Assessment of Home Networks & Security Systems
+ Secure Family Data Storage
Chartered Advisor in Philanthropy®
Lutz is proud to have ten 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
Estate Planning Guide
Financial Access Checklist
Let's Talk
Expert Insights, Coming Right Up
Case Study: Simplifying a Complex Estate After a Sudden Loss
Case Study: Creating a Financial System After a Business Sale
How Family Offices Can Strengthen Security with Outsourced IT
Do You Need a Family Office? 7 Aspects to Consider
