Family Office Services
Donna Moffett LLC serves families by being knowledgeable and proactive with financial activities across a wide spectrum of services.
Do you need assistance pulling together all aspects of generational wealth and multiple closely held businesses? Are you struggling with the how and why of generational planning?
Whether you need assistance to determine how a family office structure could benefit you— or you have a single- or multi-generation family office already in place — our professionals can provide clarity and vision for your financial path forward.
Small & Midsize Business Consulting
Our clients are able to tap into financial consulting resources that are more robust than ordinary accounting services. The success of our clients is evidence that strategic financial planning and financial analysis produce positive results.Tax Consulting Family Office Client Accounting