Whether the service is for a cherished family member or busy executive, Machen McChesney has a solution for personal accounting and “life” management. When day-to-day tasks such as bill paying, balancing a checkbook or responding to an emergency need, such as home repair or medical expense, become overwhelming or unattended to, you can rest assured knowing our professionals have been engaged to take care of it.
Our services help cherished family members maintain their independence and financial freedom. They will receive assistance with their financial, business and related duties and are kept informed via communications and reports which are also available to authorized care givers.
For a busy executive, our services help you accomplish your goals. By saving you time and relieving you of routine responsibilities, you have more time to focus on your work or pursuing your passions and interests.
Our family office professionals work with both the family and their appointed advisors to effectively manage client affairs. Listed below is a sample of the services we perform:
Interested in learning more about our family office management services for individuals and familes in Alabama and surrounding states? Our CPA firm proudly serves, Auburn, Opelika, Montgomery and the rest of Alabama and surrounding states. Contact us today at 334-887-7022 or simply fill out our form below and one of our professionals will be glad to help.