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Tax & Accounting Services for Your Family Office

Things can get complicated when the family is involved, and it can also pose a unique set of accounting challenges due to the complex nature of financial affairs. Superstein PA understands this type of dynamic and can help you navigate what can sometimes be muddy waters. We proudly serve clients throughout the U.S. and abroad from our offices in South Florida and South Carolina.

(954) 602-9100 FL (864) 999-2003 SC

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The Unique Challenges of Family-Run Businesses

Family offices can come with complex ownership structures, diverse investment portfolios, and complex reporting requirements. Additionally, intergenerational wealth transfer adds another layer of complexity.
Superstein PA can assist you with these challenges to ensure that your family's finances are managed efficiently and effectively.

Complex Ownership Structures

Family offices and groups may have multiple generations, family members, trusts, and entities involved, each with its own set of financial records. At Superstein PA, we specialize in family office accounting and can help get it all in line.

Diverse Investment Portfolios

Real estate, private equity, hedge funds, and more—these are the types of diverse investment portfolios family offices and groups often have. And the accounting can be challenging. Superstein PA has you covered.

Complex Reporting Requirements

From ownership structure to reporting requirements and regulations to comply with, reporting gets complex fast. Let us handle the accounting and taxes for your family office or group so you can focus your time, energy, and resources where you need to.

Intergenerational Wealth Transfer

We help family-run businesses with the complexities of wealth transfer between generations. We analyze the tax implications, create an estate plan, and ensure you get the help you need to preserve your family’s legacy.

A Solution for Every Need

Let Superstein PA handle your accounting, taxes, audits, and much more so you can focus your time, energy, and resources on what you’re passionate about.

Business Advisory

Get the expert advice you need to make informed business decisions that’ll help you reach your goals.

Tax Planning & Preparation

Save money with tax planning strategies and get help preparing your returns when it’s time to file.

Estates & Trusts

Let the CPAs at Superstein PA handle the complex accounting and taxes associated with estates and trusts.

IRS Representation

Don’t face the IRS alone. We’ll handle them if you’re being audited or need help resolving an issue.

Audit & Assurance

Ensure the accuracy and integrity of your financials, plus compliance with legal and regulatory requirements.

Accounting Services

Get accurate and comprehensive financial statements and reports from our team of skilled accounting professionals.

International Tax Services

Ensure you’re in compliance and discover the tax benefits you may qualify for if you’re a U.S. citizen living abroad.

About Us

At Superstein PA, we’ve made it our mission to simplify complicated money matters and ensure you understand your options.

For over 70 years, our clients have benefited from smart strategies based on solid research—led by industry veterans with specialized expertise in intricate finances.

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Testimonials - What Our Clients Say

What Our Clients Say

Great People! Family run and operated.. They have been in business a very long time and there is a reason for that. If you are looking for a CPA or are thinking about firing your current one make sure you talk to Superstein & Superstein.

Nick Murtha

Proudly Serving






South Carolina

West Palm Beach
West Palm Beach

West Palm Beach





Let’s Work Together

If you're dealing with intricate and complex finances, you need Superstein PA on your side. Reach out to us today.

  • Broward Office
  • 3830 Hollywood Blvd, Suite 101
    Hollywood FL 33021
    (954) 602-9100
  • Miami Office
  • 333 SE 2nd Ave, Suite 2000
    Miami, FL 33131
    (305) 861-9600
  • Palm Beach Office
  • 2054 Vista Parkway, Suite 400
    West Palm Beach, FL 33411
    (561) 279-7997
  • Greenville Office
  • 200-A South Main Street
    2nd Floor - Suite C
    Greenville, SC 29601
    (864) 999-2003
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