Family Office

Blackman Kallick's Family Office Services Group is uniquely positioned to provide a complete range of tax planning and preparation services to family offices and affluent families in Chicago and throughout the nation.

We are CPAs, tax and business advisors providing highly specialized services including:

  • Coordination of income tax, charitable giving and wealth transfer strategies
  • Internal controls and operations reviews for mature and emerging family offices
  • Counsel on business acquisitions and sales
  • Structuring of real estate investments
  • Counsel on private equity and venture capital transactions
  • Planning for investments that utilize sophisticated ownership structures
  • Managing complex tax compliance engagements

Integrated Services for Forward-Thinking Families

Additional services include:

  • Sophisticated individual income tax and wealth transfer planning and tax preparation
  • Formation and staffing of family offices
  • Structuring of family limited partnerships and trusts
  • Tax and financial transaction structuring of private investments in businesses and real estate
  • Formation of private foundations and related tax compliance
  • Family meeting planning, mission statements and communications strategies
  • Private equity and venture capital, due diligence, and tax and consulting support
  • Audit and tax preparation services
  • Outsourced back-office support for multifamily offices
  • Solutions for virtual family offices

Providing Objective Advice

Because we do not sell products, manage assets or earn commissions, the professionals within the Family Office Services Group can provide objective advice while working closely with our clients and their other advisors. This allows us to provide independent insight on taxes, wealth transfer, business and family concerns that should be incorporated into your investment strategy, and other areas that support your family mission.

Learn More

To learn more about Blackman Kallick's Family Office Services, please contact:


This publication is part of Blackman Kallick’s marketing of professional services, and is not written tax advice directed at the specific facts and circumstances of any person and/or entity. Contents of this publication are of a general nature, and you should not act on this information without obtaining professional advice from your business advisor that is appropriately tailored to your individual needs and circumstances. This written advice is not intended or written to be used, and cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code.