Our Services

Family Office

A Wealth of Possibilities

You have realized your dream of financial success and now you want to use that wealth to reflect your goals, dreams, and priorities through a lasting and growing legacy. Our Family Office team of professionals will navigate the details and complexity of your wealth management while you continue to grow your business(es) and live your life.  Our team provides comprehensive and objective oversight and, most importantly, peace of mind.

Family Office and Wealth Management Services

  • Personal Financial Statements and Recordkeeping
  • Family Office Management and Organization
  • Family Office Risk Control
  • Investment-Related Services
  • Family Office Planning
  • Charitable Planning
  • Tax Services

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Testimonials

"My business relationship with Simons Bitzer began in 2009, and once introduced, Greg and his skilled and talented team were very proactive and professional. They took the time to get to know me and my business. They have become a trusted partner and I appreciate their business savvy approach to problem solving, and their immediate response to any questions. Collectively, the team has a wealth of knowledge, and they are proactive on all my tax and accounting needs, allowing me the freedom to focus on growing my business.

It gives me great security to know there’s always quality advice on hand as my business grows and I have to make decisions. I highly recommend Simons Bitzer to those who are thinking of seeking professional accounting services, or to simply provide a “health check” on your current accounting business."

–Deb Walton, Owner, Indy City Gifts

Ready to connect and learn more about our Family Office service?