Unlike traditional financial advisors or isolated professionals, our multidisciplinary team brings together comprehensive advanced tax planning services, integrated legal services, coordinated wealth management services, and strategic insurance planning services under one coordinated structure. By aligning these disciplines, we help you build, preserve, and transfer wealth with clarity and intention.
What was once available only to ultra-high-net-worth families is now accessible through our comprehensive and proactive family office model.
What a Full Service Family Office Includes
Our integrated approach ensures that all aspects of your financial life work together — not in isolation.
Tax Strategy & Planning
- Complete tax planning
- Advanced income tax strategies
- Advanced estate tax strategies
- Tax return preparation
- IRS representation and tax controversy support
Wealth Management & Financial Planning
- Retirement planning
- Investment management
- Qualified retirement plans
- Social Security planning
- Cashflow analysis
- Income and withdrawal strategies
- Legacy planning
Estate & Legal Planning
- Basic estate planning
- Wills and trusts
- Durable powers of attorney
- Healthcare powers of attorney
- End-of-life planning
- Buy-sell agreements
- Operating agreements
- Corporate governance
- In-house counsel services
Advanced Estate & Asset Protection Strategies
- Qualified Personal Residence Trusts (QPRTs)
- Irrevocable Life Insurance Trusts (ILITs)
- Spousal Lifetime Access Trusts (SLATs)
- Entity structuring
- Irrevocable trusts
- Asset protection strategies
Insurance & Risk Management
- Life insurance (Term, Whole Life, Indexed Universal Life)
- Disability insurance
- Long-term care planning
- Insurance gap analysis
- Premium financing strategies
Philanthropic Planning
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Private foundations
- Charitable LLCs
Who Our Family Office Services Are Designed For
Our family office services are ideal for:
- High-net-worth individuals in Frisco, TX
- Medical practitioners
- Entrepreneurs and business owners
- Business owners leveraging our strategic consulting services
- Corporate executives
- Families with multiple entities and complex investments
- Individuals seeking coordinated tax, legal, and wealth planning
If your financial life involves multiple advisors, entities, or strategies, a coordinated family office approach may provide greater clarity and efficiency.
Why an Integrated Family Office Matters
Many individuals work with separate CPAs, attorneys, investment advisors, and insurance agents often with limited communication between them.
Our integrated approach:
- Aligns tax and investment decisions
- Coordinates legal and estate planning
- Reduces conflicting strategies
- Identifies overlooked tax-saving opportunities
- Provides centralized financial oversight
When all disciplines collaborate, your financial plan becomes cohesive and intentional.
Why Choose SMD Consulting & Accounting
- Multidisciplinary team structure
- CPAs, attorneys, investment advisors, and insurance specialists
- Proactive, year-round planning
- Coordinated oversight under one trusted advisor
- Local expertise serving Frisco, TX
We provide sophisticated strategies with personalized attention.
Frequently Asked Questions
1. What is a full service family office?
A full service family office integrates tax planning, legal services, wealth management, and insurance planning under one coordinated structure to manage complex financial lives.
2. Who typically needs family office services?
Family office services are ideal for high-net-worth individuals, business owners, medical professionals, and families with multiple entities or significant investment portfolios.
3. How is a family office different from a financial advisor?
A financial advisor typically focuses on investments. A family office coordinates tax strategy, legal planning, estate planning, insurance, and investment management together.
4. Do you offer family office services in Frisco, TX?
Yes. We provide integrated family office services to individuals and families in Frisco, TX and surrounding areas.
5. Can family office services help reduce taxes?
Yes. By integrating tax planning with investment and estate strategies, a coordinated approach can uncover advanced tax-saving opportunities.
Schedule a Consultation
If your financial life has grown more complex, it may be time for a coordinated strategy.
Schedule a consultation with SMD Consulting & Accounting, LLC to learn how our Full Service Family Office in Frisco, TX can support your long-term financial goals.
For clients whose needs begin with tax and advisory services, explore our broader business and tax strategy services.
Call (469) 252-4547 or contact us online today.