Tax & Accounting Services for Your Family Office

Things can get complicated when the family is involved, and it can also pose a unique set of accounting challenges due to the complex nature of financial affairs. Superstein PA understands this type of dynamic and can help you navigate what can sometimes be muddy waters. We proudly serve clients throughout the U.S. and abroad from our offices in South Florida and South Carolina.
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The Unique Challenges of Family-Run Businesses

Family offices can come with complex ownership structures, diverse investment portfolios, and complex reporting requirements. Additionally, intergenerational wealth transfer adds another layer of complexity. Superstein PA can assist you with these challenges to ensure that your family’s finances are managed efficiently and effectively.
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Complex Ownership Structures

Family offices and groups may have multiple generations, family members, trusts, and entities involved, each with its own set of financial records. At Superstein PA, we specialize in family office accounting and can help get it all in line.
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Complex Reporting Requirements

From ownership structure to reporting requirements and regulations to comply with, reporting gets complex fast. Let us handle the accounting and taxes for your family office or group so you can focus your time, energy, and resources where you need to.
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Diverse Investment Portfolios

Real estate, private equity, hedge funds, and more—these are the types of diverse investment portfolios family offices and groups often have. And the accounting can be challenging. Superstein PA has you covered.
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Intergenerational Wealth Transfer

We help family-run businesses with the complexities of wealth transfer between generations. We analyze the tax implications, create an estate plan, and ensure you get the help you need to preserve your family’s legacy.

A Solution for Every Need

Let Superstein PA handle your accounting, taxes, audits, and much more so you can focus your time, energy, and resources on what you’re passionate about.

Business Advisory

Get the expert advice you need to make informed business decisions that’ll help you reach your goals.
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Tax Planning & Preparation

Save money with tax planning strategies and get help preparing your returns when it’s time to file.
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Estates & Trusts

Let the CPAs at Superstein PA handle the complex accounting and taxes associated with estates and trusts.
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Accounting Services

Get accurate and comprehensive financial statements and reports from our team of skilled accounting professionals.
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Audit & Assurance

Ensure the accuracy and integrity of your financials, plus compliance with legal and regulatory requirements.
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IRS Representation

Don’t face the IRS alone. We’ll handle them if you’re being audited or need help resolving an issue.
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International Tax Services

Ensure you’re in compliance and discover the tax benefits you may qualify for if you’re a U.S. citizen living abroad.
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Industry Expertise

We help high-performing individuals and businesses across many different industries not only thrive but evolve. And we can handle the complexities that go along with that.

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Healthcare & Medical

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Construction

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Professional Services

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Athletes & Entertainers

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Real Estate

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Wholesale

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Family Offices & Groups

Why You Can Place Your Trust in Superstein

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Top-Tier Support

You’ll get the utmost professionalism and competence from our team and benefit from our passion for high standards.

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Substantial Value

We put in an honest day’s work and bill our clients fairly, so you get the value we promise.

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Industry-Leading Tools

We use top industry software to ensure our work is of the highest quality from start to finish.

What Our Clients Say

Superstein CPAs has been helping companies and individuals with their accounting and tax needs for decades in South Florida. They are all well versed and always current on tax laws and government incentives. You WILL be amazed, as I am, by how much they care about every client.

Vince Deluca

Esther Superstein is a superstar CPA. As a business owner, every action has tax implications. Esther doesn't just "do taxes", she advises you on how to run your business so your actions are most tax advantageous. Don't pay more taxes than you have to. See Esther.

Dan Jacobson

Fantastic team, always available and genuinely interested in your company success !

Pietro Bulleri

Rick Superstein and his team at Superstein PA are an excellent firm that I use not only for my personal taxes/accounting but for that of my business as well. Their tax planning experts are great in setting good foundations for growing your business the right way, and having confidence that you are maximizing your tax situation. I recommend Superstein & Superstein to any of my clients, friends, and family.

Kevin Gazitua

Knowledge is Power

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Proudly Serving

Broward

Florida

Greenville

South Carolina

West Palm Beach

Florida

Miami

Florida

Let’s Work Together

At Superstein PA, we offer a wide range of highly personalized services. Reach out to us today.
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