SERVICES
BUSINESS MANAGEMENT
& FAMILY OFFICE
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Solutions you can count on
Earn back more of your time and energy every month.
Schulman Lobel’s Business Management and Family Office trusted professionals dedicate themselves to growing personal wealth and protecting assets with strict privacy and integrity. Our experience working with a range of Academy, Emmy, and Golden Globe Award winners, as well as musical and sports stars, is built on a unique partner collaborated approach for planning and management. Our services are more than just paying bills; Our in-house experts analyze personal and business cash flow, provide comprehensive banking services, oversee investments, handle royalty administration, facilitation of sales and liquidations, and much more.
Our scope of Business Management and Family Office services include:
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Analysis of Cash Flows
Bill paying and General Ledger Set-up
Budgeting & cost reduction operations
Comprehensive banking services
Estate and Retirement Planning
The life cycle of every business has special challenges, which have been intensified by the current economic climate. At Schulman Lobel, our partners have the depth of business expertise that can help you and your company over the short and long term. Our team will help you manage your business more efficiently, so it can grow faster helping you to plan strategically by reducing costs and increasing efficiency, avoiding risks and being fiscally responsible. We serve business clients at every level from start-ups and entrepreneurs to owner-managed companies as well as established corporations.
Management of QuickBooks Accounts
The life cycle of every business has special challenges, which have been intensified by the current economic climate. At Schulman Lobel, our partners have the depth of business expertise that can help you and your company over the short and long term. Our team will help you manage your business more efficiently, so it can grow faster helping you to plan strategically by reducing costs and increasing efficiency, avoiding risks and being fiscally responsible. We serve business clients at every level from start-ups and entrepreneurs to owner-managed companies as well as established corporations.