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Preparing Jams

HIGH NET-WORTH FAMILIES

  • Budgeting

  • Household Accounting Design and Maintenance

  • Full service Banking and Bill Pay Management

  • Household Accounting and 

  • Payroll Household Employees

  • Monthly Reporting

  • Integration of Accounting with Tax Preparation

  • Investment Management and Reviews

High Net-Worth Families: Who We Serve

Offices in Fort Lauderdale, Boca Raton, and Winter Park

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