Family Office Services THE FREEDOM TO FOCUS ON A LIFE WELL LIVED

Our Family Office Services team includes tax, financial and advisory professionals focused on serving a range of family types—from single member households to multi-tiered and multi-generational families. With dedicated staff, deep professional experience and hands-on client service, we help our clients gain the peace of mind that comes with knowing your financial well-being is in good hands.

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Combining caring and confidentiality with a deep understanding of your goals and family dynamics, ORBA Family Office Services professionals help families make smart decisions about their wealth, business dealings, personal affairs and philanthropic interests.

Areas of expertise include:

  • Family Support
  • Financial &  Goals-Based Planning
  • Tax & Estate Planning
  • Risk Management & Insurance
  • Philanthropy & Giving
  • Wealth Transfer Strategies

Family Support

  • Creation and maintenance of personal/entity/trust financial statements/ORBA Digital Vault
  • Family education
  • Governance
  • Succession planning
  • Bookkeeping and reporting
  • Bill pay
  • Cash flow and budgeting

Financial & Goals-Based Planning

  • Retirement planning and analysis
  • Goals-based wealth projections
  • Financial forecasting
  • Education funding for next generation(s)

Tax & Estate Planning

  • Wealth transfer planning
  • Income tax planning
  • Entity and investment structure design
  • Pre-transaction planning for sale of closely held business
  • Structural estate plan recommendations
  • Oversight of estate and trust administration
  • Tracking of administrative items:
    • GRAT annuity payments
    • CRUT/CRAT/CLAT/CLUT payments
    • Promissory note amortization schedule and tracking of interest and principal payments
  • Crummey withdrawal notices
  • Proper titling of assets
  • Residency optimization
Tax logo: a blue circle with a percentage sign in it.

Risk Management & Insurance

  • Life insurance
  • Property and casualty insurance
  • Asset titling
  • Umbrella insurance

Philanthropy & Giving

  • Donor-advised funds
  • Private foundations
    • Creation of mission statement
    • Facilitation of next generation’s involvement
  • Charitable trusts
  • Gift capacity analyses

Other Services

  • Personal, fiduciary and business income tax return preparation
  • Gift, estate and generation skipping tax return preparation
2023AMERICA'S BEST TAX AND ACCOUNTING FIRMS Forbes, 2021-2023 Rankings
BEYOND THE TOP 100:FIRMS TO WATCH Accounting Today, 2014-2024 Rankings
2024 Top WorkplacesCULTURE EXCELLENCE AWARD - EMPLOYEE WELL-BEING & PROFESSIONAL DEVELOPMENT Energage, 2021-2024 Rankings
Top 200public accounting firms INSIDE Public Accounting, 2013-2024 Rankings
2023LARGEST ACCOUNTING FIRMS Crain's Chicago Business, 2011-2024 Rankings
TOP WORKPLACES USA Energage, 2020-2024 Rankings
TOPWORKPLACES The Chicago Tribune 2010-2016; 2020-2024 Rankings
GREAT LAKESRegional Leader Accounting Today, 2012-2024 Rankings
over40 years Of High Performing Service To Clients In Chicago & Beyond

Wealth Management ServicesFamily Office Services

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seminars & events

Guides

ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

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