Lisa Purichia
Director of Entrepreneurial Services & Employee Benefit Services

Tom Sponsel
Managing Partner

Tina Kelly
QuickBooks Certified Pro Advisor
Manager, Entrepreneurial Services

Jo-Ann Lewandowski
Manager, Employee Benefit Plan Services

Family Office Services

Sponsel CPA Group has the experience and customized systems in place to provide outsourcing of personal financial services for executives, business owners and high net worth individuals.  Our approach to Family Office Services allows us to act as your chief financial officer (CFO) for your household financial affairs. We assume the burden of paying bills on time, organizing tax records, and assist with those household financial matters the busy executive(s) finds they have little time for. As financially successful individuals, “money” should be the least source of tension in your marriage and/or family relationships.

With our assistance, you can focus on those personal endeavors that bring relaxation and joy to your family, rather than frustration.

Sponsel CPA Group offers a customized approach that may include:

  • Bill paying services
  • Personal recordkeeping
  • Investment recordkeeping
  • Recordkeeping for tax preparation
  • Budgeting and planning
  • Personal financial statement preparation
  • Oversight of household construction projects or regular maintenance crews

The term Family Office applies not only to an individual(s) or group of relatives, but any smaller asset-holding entity or Trust used for wealth management purposes.

Benefits include:

  • Remove the frustration of day-to-day financial duties
  • Facilitate recordkeeping of transactions
  • Ensure investment and real estate holdings are well-managed
  • Expert counseling and solutions tailored for unique needs
  • Preparation of timely financial statements

We tailor our services to meet your needs, so you can enjoy the success that you have achieved.