Modern Family Office Services for LGBT Community

LGBT Family Office Services

Sancus Tax and Accounting is dedicated to serving the needs of the LGBT community. As your strategic financial advisor, we truly understand the unique challenges still facing our LGBT clients and work hard to set up customized solutions and services to help our clients achieve their financial goals.

At Sancus Tax and Accounting we are specially trained in LGBT-related financial areas from social security benefits, better options for estate planning, joint income tax filing, modern family planning and adoption options, better healthcare coverage for spouses to social security spousal benefits, we’re here to walk you through each step of your financial journey. We can also help facilitate the professional relationships with your attorney, insurance consultant, bank, trust officer, and others required to meet the needs of your modern family.

Call Sancus Tax and Accounting today at 323-498-1040 or 562-485-9030 or fill in our online form for a free consultation and learn how we can help you build a successful financial future.

Wealth management and modern family office services for LGBT families

  • Health and welfare benefits review
  • Retirement planning
  • Social security benefits
  • Assistance with living will and power of attorney
  • Assistance securing mortgages/refinancing
  • Investment record keeping
  • Cash flow and budgeting
  • Banking and bill pay
  • Exit and succession planning