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Family Office Tax and Accounting Service CPA in Los Angeles, CA

Most CPA firms are built to serve one client at a time. A family office is never just one client. Behind a single engagement there are multiple companies, operating businesses, real estate partnerships, trusts, and investment vehicles, all connected by ownership, cash flow, and shared decision-making.

Pelletier & Leo provides tax and accounting services for family offices across Los Angeles and California. We bring every entity into a unified financial picture, so families can make informed decisions, instead of relying on various reports from disconnected systems.

A Los Angeles CPA Firm Who Meets the Challenges of Family Offices

Family offices are not typical CPA engagements. The work is dynamic throughout the year and requires ongoing care to build a long-lasting relationship. Families need guidance on entity structuring, distribution planning with understood tax implications, and coordination with their estate attorneys and wealth advisors. Pelletier & Leo acts as an ongoing strategic partner, staying closely involved with the family office and its advisory team, so that nothing falls through the cracks.

Family Office Tax and Accounting Services

  • Consolidated bookkeeping and financial reporting across all family-controlled entities, from operating companies to trusts and partnerships
  • Coordinated tax return preparation that accounts for intercompany transactions, related-party activity, and the full entity structure
  • Entity structure evaluation to eliminate redundancies, limit annual compliance costs, and surface missed tax planning opportunities
  • Year-round tax advisory on investments, real estate transactions, and trust distributions
  • Direct coordination with family office attorneys, wealth managers, and other advisors for alignment
  • Multi-stakeholder communication to navigate competing priorities among founders, next-generation family members, and fiduciaries

If your family office or multi-entity family business in the Los Angeles area needs a CPA firm built for this level of complexity, contact Pelletier & Leo today for a consultation.