Family Office Services

GreerWalker provides a comprehensive, integrated approach to multi-generational, multi-branch Family Offices to assist them in achieving their vision.

How We Can Help You
Services

GreerWalker can assist you in developing clearly defined strategies related to your Family Office’s management, operations, wealth, and ownership that are in alignment with your financial and personal long-term goals. Our services include:

  • Tax planning and compliance
  • Assurance services including internal controls
  • Business valuations
  • Financial management and accounting services
  • Back office accounting and administrative staff support
  • Entity structure
  • Compensation policies
  • Charitable planning
  • Estate, gift and trust planning
  • Ownership transfer planning
  • Succession planning
  • Litigation and forensic accounting support
  • Due diligence related to an investment purchase or sale
Why GreerWalker?

Since our founding in 1984, our firm has developed practice areas that specialize in various key industries and services. Our real estate and manufacturing clients, many of whom are multi-generational family-owned businesses, are the foundation of our firm. For decades, our business and tax advice has guided some of the most successful family businesses headquartered in the Charlotte region. We are currently providing a wide range of services to more than 30 local family businesses. With 100 associates, including 12 partners, GreerWalker offers the benefit of having the expertise and resources of a regional firm combined with the personal level of service of a local business.

In addition to our assurance, accounting, tax and business advisory services, we offer exit planning and merger & acquisition services through our investment banking affiliate, GreerWalker Corporate Finance, LLC, and comprehensive wealth management and financial planning services through our affiliate GreerWalker Wealth Management LLC.

Key Partners & Associates

Sandi O. Thorman, CPA, Partner

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