Family Office Services

supportING and advancING YOUR MISSION

Aerie Advisory Group’s family office services include comprehensive administrative and financial support designed to simplify the complexity of managing multigenerational wealth. Core offerings typically include entity accounting and financial reporting, full-service payroll for household staff and operating entities, coordinated bill pay and cash management, budget oversight and ongoing support for private foundations. These services are complemented by estate and trust administration support, tax coordination, and other customized solutions that allow families to operate efficiently, maintain control, and focus on long-term objectives.