Financial Management

We Are Your Family Office

Our company focuses on bringing our clients to a better understanding of finances, allowing them to reach higher levels of viability. When asking our clientele what makes our different from other financial management offices, the overwhelming answer is personal care.

We strive to know the nitty-gritty details of your life so that your personal and corporate financial affairs are made simple. We want you to concentrate on what you do best – we will worry about your finances.

Our organization is split into three different divisions which address each of the major aspects of your finances. As a client we get to know what functions of our organization you need to achieve your goals – and with this understanding we organize our team to assist you with what you need.

Services

As a client of Wiseman & Burke, you will be assigned your own personal Account Executive, who will be your main point of contact with the company. With you, they will establish and lay out all your predicted expenses, income, assets and investments to put your financial health into perspective. Inclusive to this would be your predicted “cash-flow” – meaning a lay out of your estimated income and expenses for the year – providing you with a clear picture of your financial future. From this meeting and with your authorization, your Account Executive will then be able to manage your daily financial affairs – whether you are an actor, musician or entrepreneur – so that you can concentrate on your passion.

Tax & Accounting

In liaison with your Account Executive, our Tax & Accounting division will work to track your financial condition and provide you with an accurate estimate of your potential tax liability.

Working with our network of certified tax agents, our team will manage your finances so you can be confident you are getting the most economic tax-break possible.

Asset Management & Liaison

Our third division concentrates on managing your assets by liaising with licensed professionals – whether this be real estate, investments, credit matters, insurance or legal affairs. Having been in the business over 30 years, we have established contacts and specialists in every field that we work closely with to effectively manage your affairs.

We will send you detailed reports on a quarterly basis to show you clearly where you stand financially. Should you have any need regarding these subjects, we will have staff on call to assist and direct you to the appropriate agent so your matters are handled rapidly and effectively.

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We Are Your Family Office

Services