Family Office

D’Alessio, Tocci & Pell’s Family Office services offer an integrated approach to managing family assets, taxes, investments, philanthropic activities, trusts, and legal and estate matters. They work in collaboration with attorneys, wealth management advisors, and other providers to provide innovative and customized solutions for managing clients’ financial affairs and preserving maximum wealth for future generations. Their team of accounting, trust, estate, and tax specialists ensure that clients’ personal financial organizations, overall wealth, and tax positions are safely managed, backed by cutting-edge technology and personalized service.