Business Details
13 Years
experience
Trusted Financial Partners for Families & Businesses
Family Office Solutions has been providing comprehensive financial services since 2013, combining over three decades of collective experience with personalized client care. Our licensed CPA firm specializes in accounting, tax planning, and wealth management for families, individuals, and businesses. We differentiate ourselves through credentialed professionals who deliver sophisticated planning expertise while communicating complex financial matters clearly. Our team's longevity and collaborative approach enable customized solutions, including enterprise succession planning, investment analysis, and intergenerational wealth transfer strategies.With a focus on accessibility and disaster recovery preparedness, we maintain secure technology infrastructure and local operational redundancies. Our commitment to transparency and client education has established us as trusted advisors for multi-generational families and business owners nationwide.
Services
Financial Planning
Tax Preparation
Accounting Services
Estate Planning
Investment Analysis
Business Advisory
Wealth Preservation
Succession Planning
Details
- Year established: 2013
Highlights and features
- We have over 30 years of combined experience in financial services
- Our team includes credentialed professionals with CPA, CFP, and AEP designations
- We provide clear communication of complex financial matters
- Our disaster recovery systems ensure continuous service availability
- We offer customized solutions for intergenerational wealth transfer
Associations and certifications
- Certified Public Accountants (CPA) in Delaware
Services
Financial Planning
Our comprehensive financial planning services help clients achieve long-term goals through strategic wealth management. We develop customized plans addressing tax optimization, investment strategies, and intergenerational wealth transfer. Our experienced advisors work closely with families and businesses to create sustainable financial roadmaps.
Tax Preparation
We provide expert tax preparation and planning for individuals, businesses, and trusts. Our CPA-led team stays current with evolving tax laws to maximize savings while ensuring compliance. Services include estate tax planning, K-1 preparation, and complex return filings for multi-entity structures.
Accounting Services
Our accounting solutions cover full-cycle bookkeeping, financial statement preparation, and cash flow management. We serve businesses with payroll processing, accounts payable/receivable management, and investment transaction reconciliation. Our systems ensure accurate financial reporting for decision-making.
Estate Planning
We specialize in creating comprehensive estate plans for wealth preservation across generations. Our services include trust administration, succession planning, and charitable giving strategies. We coordinate with legal and investment professionals to implement customized solutions for complex family situations.
Investment Analysis
Our investment analysis services evaluate portfolio performance and risk management strategies. We provide objective assessments of investment partnerships, corporate actions, and asset allocation. Our team helps clients understand market dynamics and make informed decisions about their financial future.
People
Jack Garniewski
Principal
CPA/PFS, CFP, AEP with 30+ years of experience serving multi-generational families. Former NAEPC President and Delaware Art Museum board member. Specializes in family office management and strategic financial planning.
Michele Ahwash
Principal
CFP, AEP, CTFA with 30+ years in wealth management. Former Senior Relationship Manager at Wilmington Trust. Focuses on relationship management and financial planning for ultra-high net worth families. Active in Philadelphia Estate Planning Council.
Michael Dunning
Accountant
University of Delaware graduate with expertise in financial reporting and tax preparation. Pursuing CPA certification. Provides accounting support for all client types while volunteering as a youth basketball coach.
Ashley Pettis
Executive Assistant
Former JPMorgan Chase compliance professional with 8 years in administrative services. Manages executive operations and client administrative needs while enjoying outdoor activities and community involvement.
Barbara Butterworth
Office Manager
MBA holder with 30+ years running her own accounting business. Former banking professional specializing in nonprofit and small business accounting. Active in homeowners association leadership and community travel enthusiast.
Questions
What services does Family Office Solutions offer?
We provide financial planning, tax preparation, accounting services, estate planning, and investment analysis for families and businesses.
Are your advisors credentialed professionals?
Yes, our team includes Certified Public Accountants (CPA), Certified Financial Planners (CFP), and Accredited Estate Planners (AEP).
How do you handle complex financial situations?
We combine sophisticated planning expertise with clear communication to address complex matters like intergenerational wealth transfer and business succession planning.
Do you serve clients outside Delaware?
Yes, we provide services to clients nationwide through our secure technology infrastructure and remote access capabilities.
What makes your firm different from large financial institutions?
We offer personalized service with customized solutions, avoiding product-driven approaches while maintaining efficiencies through our experienced team structure.
How do you ensure business continuity during emergencies?
Our disaster recovery systems include secure remote access, regular data backups, and local operational redundancies to maintain uninterrupted service.
