Services

Our clients may own small businesses, manage diverse financial and charitable interests or require assistance with structuring family trusts. Whatever your circumstances, Aycock & Co. will customize an estate plan that facilitates the orderly transfer of assets to your beneficiaries, provides security for your family members and reduces or eliminates the tax due on the transfer of your business or other assets.

Our professionals will guide you through the complex process of structuring your estate - from organizing your financial affairs to providing for business continuity and ensuring ownership succession. We regularly collaborate with a network of experts in various related fields to provide the integrated expertise that meets your long-term objectives.

Comprehensive tax organization and preparation form the basis for your strategic financial planning. At Aycock & Co., we deliver comprehensive tax and compliance services for our clients. But, our engagement doesn't end with the completed forms. To address your specific issues, our professionals will work with you on an ongoing basis to ensure your tax planning strategy supports your immediate and long-term objectives. If you have specific questions, you are always welcome to request input from one of our management team. We take pride in responding to requests for information and services in a timely manner and when promised.

Our Family Office team provides a total outsource solution for wealth management, including bill paying, receivables, bank reconciliations, expense accounts, and cash flow management. We partner with your investment advisors, attorneys, and other professionals to ensure everyone is working together to maximize assets, minimize taxes, and sustain your family's assets for future generations.

Reasons to Start a Family Office

• Control of the Assets: You have goals for your family's financial security, wealth preservation, and family legacy, which drives the work of the family office. The family is able to directly oversee decisions about family financial matters.
• Continuity of the Family: Many families rely on the family office to create a sense of community and to develop family unity over time. The family office serves as a partner with the family in the work of sustaining the family's assets.
• Objectivity in Decision-making: Clients of a family office have access to a dedicated team of professionals whose sole purpose is the coordination of the family's assets. There is no conflict of interest in the business model; the interests of the family are aligned with the interests of the advisors because the advisors work directly for the owners.
• Customization of Services: The service menu is tailored to suit the needs of each client through collaboration with the client.
• Confidentiality of Information: This dedicated business entity provides the best protection for the family's privacy and security of financial information.
• Integration of Financial Strategies: The job of the family office is to consider the impact of each financial decision on the strategic objectives of the client and family at large.
• Education of Owners: A primary role of the family office is to provide family members with the information they need to make informed and effective financial and philanthropic decisions.