Family Office Services

In Partnership with Heritage Family Offices

We partner with Heritage Family Offices because our firms believe strongly in helping clients create life-long wealth that then lasts generations beyond. Over the years we have assisted clients in every aspect of their businesses, particularly on the legal and financial fronts. We were consistently underwhelmed by outside attorneys, money managers and consultants. This led to the creation of our family office practice, which offers a comprehensive suite of services for qualified clients.

David French, CPA

David French & Associates

Ralph Nelson, JD, CPA

Heritage Family Offices
Partner & CEO

Michael Frost

Heritage Family Offices
Partner & President

Estate Planning

Our Family Office clients typically come to us before a large exit of their business or once they have accumulated at least $5M in wealth. Our work usually starts with creating the appropriate trusts, investments and business structures needed to optimize their wealth and pass it on to future generations. Our estate planning services include, but are not limited to:

● Legacy Planning
● Philanthropic Planning
● Asset Protection
● Passive Income Strategy
● Retirement Planning
● Wealth Accumulation
● Trust Setup & Management
● Real Estate Investments

Tax Planning, Preparation & Strategy

Most high-net-worth families achieved this status through a multitude of business ventures and investments all with their own tax implications. We help families navigate the complex state, federal and international tax codes to structure all business entities and efforts to minimize their tax burden now and in the future. Our tax planning services include, but are not limited to:

● Estate Tax Strategy
● Corporate Tax Strategy
● Income Tax Strategy
● Philanthropic Strategy
● Comprehensive Tax Planning
● Mergers & Acquisitions
● Tax Mitigation & IRS Audit Support
● Annual Tax Return Preparation
● Tax Consulting for New Ventures
● Bookkeeping and Accounting Services

Wealth Management

Our team of CPAs, Financial Advisors and Certified Financial Planners (CFPs) help you create, manage and maintain your family’s wealth. We assess your existing investments and accounts and help you optimize those for future tax benefits and growth. Our wealth management services include, but are not limited to:

● Financial Planning
● Retirement Planning
● Investment Management
● Qualified Retirement Plans
● Social Security Planning
● Insurance Gap Analysis
● Income Planning
● Legacy Planning
● Cashflow Analysis
● Withdrawal Strategies
● Trust Setup & Management

Legal Services

Our legal partners are involved in most of our Family Office Services but they can also help with specific legal issues that arise, preparing legal documents, representation in legal matters or general questions that arise as you plan your family’s future. Our legal services include, but are not limited to:

● Asset Protection
● Asset Purchase
● Entity Structuring
● Contract Preparation
● Contract Negotiation
● Corporate Governance
● Business Agreements, Contracts & NDAs
● Mergers, Acquisitions & Business Sales
● Lease Agreements
● Investment & Equity Agreements
● Trust Agreements
● Charitable Entities

Insurance Services

Estate, wealth and tax decisions should be secured with the proper insurance instruments. We help our clients explore the insurance coverage and pricing to protect their decisions and wealth. Through our partners, we offer a full spectrum of insurance services that secure your family and your businesses across the financial and legal spectrum. Our insurance services include, but are not limited to:

● Insurance Strategy & Advisory
● Life Insurance
● Business Insurance
● Healthcare Insurance & Concerns
● Private Placement Life Insurance
● Premium Financing
● Irrevocable Life Insurance Trusts
● Captive Insurance

Here's what our clients have to say about us

“I was introduced to David while dealing with an accounting issue involving one of my startups. We had hit a wall and he jumped right in, identified the problem and recommended a solution. I was impressed how quickly he understood what was going on and helped us remedy it.”

Brian YeakeyPrivate Investor & VP, Inner Light Ministries

“After working with the same accountant for 25 years, upon retiring she recommended David French. As I pivot from starting companies to investing in companies, I need a CPA who can help me think strategically about the implications of my investments. David French has been a great value-add as an adivsor and consultant.”

John ConstantineSerial Entrepreneur & Investor

“There is no shortage of CPAs in Austin, but it’s hard to find one that has the depth of experience with M&As, joint venture, closeout reconciliation and tax strategy that David French has. We were grateful to find a single partner boutique firm that offers no-bullshit advising to help us navigate and grow our business ventures.”

Patrick CourtneyManaging Partner, Activus Capital Partners

If you'd like more information or to schedule an appointment, please give us a call or complete the contact form at the link below.

Contact us

We believe our clients are best served by integrating the primary financial professional in their lives. Together, through our relationship with Heritage Family Offices, LLP and their family of companies, we can provide our clients with attorneys, financial advisors, insurance brokers, and business consultants. Please note, however, that not all professionals hold all professional licenses. Please carefully take note of our respective professional licenses, or ask for clarification, when engaging any professional in our firm. Our goal is to provide continuous full transparency to our clients and prospective clients. Investment advisory services are offered by Heritage Wealth Management, LLC – 2355 E. Camelback Road, Suite 330, Phoenix, Arizona 85016. Heritage Wealth Management is a Registered Investment Advisory firm. For further information please reference Heritage’s firm brochure and ADV: Insurance services are offered through Heritage Insurance Advisors, LLC. Legal services are provided by HFO Law Group, LLP