Tax & Family Office Solutions for Your Financial Success
From tax planning and compliance to estate and trust administration, our experts provide the insight and precision you need to manage your financial affairs with confidence. Let us help you stay ahead with proactive, customized solutions.
Our Services
Our financial and administrative services deliver clarity, compliance, and strategic guidance for comprehensive wealth management. Our dedicated team offers personalized solutions to individuals, ensuring economic efficiency, regulatory adherence, and long-term success.
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Our family office services offer seamless financial and management accounting activities, including wealth preservation for high-net-worth individuals and multi-generational families in Chicago and the surrounding region.
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Staying true to your family’s values and purpose is not only essential for preserving wealth, but for making well-informed tax decisions. Navigating through the intricacy of tax laws, whether it federal or state can be overwhelming. Our staff can guide you through the tax implications of various investment strategies, compliance, and state and local tax planning.
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You’ve worked hard to preserve your wealth. Our family office services team works closely with our attorneys and your professional advisors to achieve the best outcomes for you and your family. Wealth preservation is unique for every client. We provide expertise in trust accounting and tax return compliance as it relates to estate, gift and fiduciary income tax.
About Us
At MJMS Family Office Services, LLC you’ll find experts who provide highly specialized tax and accounting services entirely unique to you. Our firm will provide a variety of services, whether you need help with determining the impact of tax law changes, minimizing taxes on your estate, managing your family office, or even if your seeking to establish a family office, we’re happy to help every step of the way. We believe that a strong relationship with our clients is the key to success, and we’re here to listen, understand your goals and help you and your family navigate the complexities of taxes and accounting with ease. MJMS Family Office Services is here to serve and guide you every step of the way.