Prestige Strategies LLC

Dedicated to the Survival and Growth of the Small Accounting/Bookkeeping Firm

Above all, the establishment and definition of the family’s culture and values is at the very heart of the Family Office. These establish the Mission and Guidelines for the current generation and for all future generations.

At Prestige Strategies LLC, in addition to our range of advanced planning services, we provide you with a Virtual Family Office of experts, which combine the following five disciplines to provide you with truly PROACTIVE and HOLISTIC planning to ensure that you will be MAXIMIZING YOUR POTENTIAL:

Wealth Management
Tax Planning
Risk Mitigation

Legal Services
Business Advisory

Meet Our Team

Advisory Services Team

Your dedicated home office that supports you in day-to-day matters.

Proactive Planning Team

Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.

Virtual Family Office

Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.

Combining Proactive Planning and the Virtual Family Office Experience.

We recognize that our best clients want PROACTIVE and HOLISTIC planning.

That is why at Prestige Strategies LLC we have upgraded to a 21^st century business model based around HOLISTIC and PROACTIVE advice, and are supported by a Virtual Family Office of experts.