L&H Family Office

Family Office FAQs

• Do I need family office services?

  If managing the accounting, paying the bills, and keeping up with your investments for your home or family business has gotten too complicated, we can help.

• Multiple family members are involved in our business; how would you communicate with us all?

  The first part of our process is to understand how best to communicate with each member of your family/business. We will develop a custom communication and reporting plan based on your needs, so you’ll always be in the loop.

• I have mail that stacks up and becomes burdensome to sort through. Can you help?

  Yes, we can set up mailbox services so our team can organize your mail, make deposits, and make bill payments.

• We spend half the year outside of the Dallas area. Can we still work together?

  Yes, we have clients all over the country. We have the processes, tools, and technology to securely handle your documents and transactions.

• What is the cost of these services?

  Our fees are equivalent to hiring a full-time bookkeeper, except with our services, there will always be at least three team members assigned to your account.