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Security and Peace of Mind for Generations

Our team at Still Waters provides your family with investment management, trust and estate administration, tax and accounting services, and more depending on your situation and goals. Contact us today to learn more about out how we can serve your family’s unique needs.

Our Approach

With increasing wealth comes greater complexity and new challenges. Still Waters provides family office services that simplify these challenges while bringing efficiency to your family’s governance of the investments, taxes, trusts, legacy plans and goals that come with generational wealth. Our full service team aids in the planning, implementation and monitoring of all financial and family goals. 

Our Services

Our CPAs at Still Waters have experience with all types of tax preparation, planning and compliance. We work with you to reduce income and inheritance taxes, as well as pursue other goals you may have. 

Planning for continuity, inheritance tax, and asset protection using trusts is very important with generational wealth. We will help protect future beneficiaries in a way that aligns with your vision.

Worry less – our experienced professionals will manage to both protect and grow your assets. We do this in a measured way with risk commensurate with your comfort level, targeting returns in line with your goals.

With oversight from our CPAs, the accountants at Still Waters can do as much or as little for your businesses as you like. This includes bookkeeping, financial statement preparation, payroll services and more.

Spend your time on the things you enjoy. Let Still Waters take care of the administrative details, providing timely support that you can count on.

We can help you evaluate, plan and distribute to the causes you are most passionate about, using effective tax planning and charitable giving strategies.

Contact Us

We would be happy to meet with you and your team, to learn more about your family, assets, goals and vision.