Stonehan Family
Office Services
Expertise in Real Estate Financial Management
At Stonehan Accountancy, P.C., we offer a comprehensive suite of services designed to meet the sophisticated needs of high-net-worth individuals and their real estate investments. Our Big4 experience and private equity background enable us to provide unparalleled expertise and meticulous attention to detail, ensuring your financial affairs are managed with the highest degree of professionalism and propriety. Please note many of these services are achieved through our sophisticated partner referral network.
Accountancy & Financial Services
CONSOLIDATED NET WORTH REPORTING
Harmonizing public and private investments to present a unified financial picture. We strive for our clients to be able to see an up-to-date financial picture “at the click of a button”
BENCHMARKING & KPI DASHBOARD
Providing insightful performance metrics and benchmarks to guide financial decisions.
BALANCE SHEET MANAGEMENT
Detailed and accurate balance sheet preparation and analysis.
CASH FLOW AND LIFESTYLE PLANNING
Meticulous planning to ensure sustained lifestyle support and optimal cash flow.
GENERAL LEDGER REPORTS
Comprehensive general ledger reporting to track all financial transactions.
FULL-SERVICE BOOKKEEPING
Thorough and precise bookkeeping services to maintain financial order on a consolidated basis.
BILL PAY & EXPENSE REPORTING
Efficient management of bill payments and detailed expense reporting.
CUSTOMIZED REPORTS
Tailored financial reports to meet specific client needs.
Accountancy & Financial Services
REAL ESTATE FINANCIAL MANAGEMENT
Comprehensive financial management for real estate portfolios.
due diligence assistance
Thorough due diligence for real estate acquisitions and dispositions.
lease analysis and review
Detailed analysis and negotiation of lease agreements.
cost management
Implementing cost management strategies for real estate projects.
financial modeling, budgeting & forecasting
Developing sophisticated financial models, budgets, and forecasts.
debt and equity broker introductions
Facilitating introductions to debt and equity brokers.
For a comprehensive suite of real estate services, please visit our Real Estate CFO page.
Generational Wealth Planning
GENERATIONAL WEALTH MISSION STATEMENT
Assist in constructing family vision mission statement that will inspire many generations to come
Estate and Trust Planning, Development & Structuring
Expert planning and structuring of estates and trusts in coordination with our trusted attorney network.
Intrafamily Loans – Structuring & Tracking
Structuring and tracking intrafamily loans.
Summary of Documents (Wills, Trusts, etc.)
Providing summaries of important documents.
Prenup, Postnup and Divorce Facilitation and Negotiation
Facilitating and negotiating prenuptial, postnuptial, and divorce agreements with our trusted attorney network.
Private Banking & Lending
PRIVATE BANKING COORDINATION
Coordinating private banking services to meet your financial needs.
FINANCING
Mortgage/refinancing assessment, coordination and refinancing options.
TREASURY & CASH MANAGEMENT
Managing treasury functions and cash flow efficiently, including bill pay.
Tax Consulting and Planning
Domiciliary Planning
Strategic planning for domicile and residency to optimize tax benefits.
Offshore Trust and Transnational Planning
Expert planning for offshore trusts and transnational tax issues.
Family Limited Partnership Planning
Structuring and tracking intrafamily loans.
Family Foundations
Establishing and managing family foundations to achieve philanthropic goals.
Entity Structuring & Transaction Analysis
Structuring and tracking intrafamily loans.
State & Local Tax Nexus Analysis
Evaluating state and local tax nexus to ensure compliance.
Estimated Tax Planning
Facilitating and negotiating prenuptial, postnuptial, and divorce agreements with our trusted attorney network.
Learn more about our exemplary real estate tax strategy services.
Real Estate CFO Services
Federal, State & Local Income Tax
Expert preparation and filing of income tax returns at all levels.
Tax Notices & Administration
Managing and responding to tax notices efficiently.
IRS Audit Defense
Providing robust defense against IRS audits for tax returns we prepare.
Sales & Use Tax ReturnS
Accurate preparation and filing of sales and use tax returns.
Personal Property Tax Returns
Meticulous handling of personal property tax returns.
Payroll/Excise Tax Compliance
Ensuring compliance with payroll and excise tax regulations.
Expert Coordination
When we don’t have an expertise in a certain tax matter, we will coordinate with other experts in our network.
Estate & Gift Tax Execution, Tracking & Administration
Managing and administering estate and gift taxes with precision.
Private Equity Administration Services
Fund Administration
Managing the administration of private equity funds.
K1 Preparation
Preparing K1 forms for investors
Audit Coordination
Coordinating audits to ensure compliance and transparency.
Investor Portal Management
Establishing and managing family foundations to achieve philanthropic goals.
KYC/AML/Accredited Investor Due Diligence Management
Ensuring compliance with KYC, AML, and accredited investor requirements.
Fund Formation Consulting
Coordination with attorneys to draft documents for private equity fund formation
For a complete suite of private equity fund administration services, please visit our Private Equity Fund Administration page.
Hard Asset Management
Primary and Secondary Home/Ranch/Farm Management
Aircraft/Yacht Acquisition, Assistance & Analysis
Collectibles Inventory and Management
Personnel Management
HIRING COORDINATION
VENDOR MANAGEMENT
Payroll Administration
Personnel Background Checks
Employee Benefits Coordination
Administration of Culture-fit Tests
Trustee Services
Trust Administration & ReportinG
Selection/Training of Trustees and Protectors
Trust Administration & ReportinG
Individual Trustee Services
Business Consulting
Partnership Accounting
M&A Planning
Buy/Sell Agreements & Funding
Business Transition and Succession Planning
Coordination of Investment Banking/M&A
Financial Planning
Personal Budget Planning & Reporting
Debt ManagemenT
Return on Assets Analysis
Retirement Planning (Qualified Retirement Plans)
Education Funding
(UTMA/UGMA & 529 Plans)
Philanthropy
Family Philanthropic Oversight & Review
Entity Formation & Implementation
Grantmaking Oversight and NFP Evaluations
Private Foundation Management, Administration, Compliance
Coordination of Investment Banking/M&A
Insurance and Risk Management
Comprehensive Risk Management Coordination
Life Insurance Oversight
Disability Insurance Oversight
Long Term Care Insurance Oversight
Medical Insurance Coordination & Administration
Property & Casualty Facilitation, Oversight & Coordination
Personal/Family Security Emergency Preparedness Analysis
What My Clients Are Saying...
“James has been instrumental in driving our investment structures and initiatives to be the most tax-efficient possible. His experience as a private equity CFO has proved invaluable to us on our routine calls.”
Tyler Lyons, Chief Investment Officer
“Stonehan has worked closely with me over the years to deliver timely custom KPI reports and financial statements that help me get a whole picture of my real estate portfolio and tax position. Over the years James has become a trusted advisor to my family and takes care of our comprehensive tax strategy.”
Ivan Matthew, Real Estate Developer
“After frustrating delays and a lack of professionalism from our prior tax preparer, working with Stonehan Accountancy has given us a great peace of mind to know that our investors are getting their K1s timely done by someone who cares, follows proper tax law, and has Big4 level experience.”
Hunter Thompson, Founder, ASYM Capital
