Family Office PEO Strategy

Coordinating health benefits, HR and payroll can be a challenge. Lean on our expertise to access PEOs that will simplify the process of managing the life-cycle of employees.

Multi-Family Office

A multi-family office seeks out the optimal services to provide to clients. PEOs are designed to protect clients' assets and simplify the process of managing employees. This will save your firm time and your clients time.

Single-Family Office

PEOs are a great fit for small single-family offices. Establish an independent solution for your family office with Fortune 500 benefits, payroll, HR and a fully integrated 401k.

Benefits Package

Attract the best & brightest with a Fortune 500 benefits package:

Health Insurance

Dental, Vision, LTD, Life

FSA, HSA, EAP, Telehealth

401k

Maximum Asset Protection

Limit your exposure to liability with a PEO:

Labor Law Compliance

Employee Practice Liability Insurance

Complete 401k Administration

FSA, HSA, Health Benefits Administration

Household Employer

Household employees play an important role. Attracting & retaining the best household employees is important to your family. Provide top-tier benefits, clear HR policies, and proactive labor law compliance with a strategic PEO partner.

PEO Tax Benefits

Have you considered the tax benefits of using a PEO for your family? Reach out to learn more about how other families are benefiting from the tax implications of using a PEO.