Private Client Services

Your wealth reflects a lifetime of effort - managing it shouldn’t feel like a second career. Breakwater provides the structure and peace of mind of a dedicated personal family office, allowing you to focus on what matters most while we handle the complexities behind the scenes.

We specialize in high-net-worth financial ecosystems - overseeing entities, trusts, properties, and lifestyle operations with precision, discretion, and care. Acting as the central hub for your advisors, we ensure seamless coordination, pristine records, and absolute privacy.

 

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Complex Financial Management

  • Bill pay, AP/AR, and household payroll (Schedule H)
  • Consolidated reporting across entities, trusts, and investments
  • Alternative investment tracking (private equity, hedge funds, K-1s, capital calls)

Asset & Lifestyle Oversight

  • Property-level financial management (primary and vacation homes)
  • Collectibles tracking (art, vehicles, and insurable assets)
  • Philanthropic administration (charitable giving, donor documentation)

Tax & Estate Coordination

  • Full CPA liaison and tax season preparation
  • Trust and estate administration (gift tracking, distributions, compliance)
  • Ongoing compliance (state filings, sales tax, entity documentation)

Your Wealth, Expertly Managed. Your Time, Fully Yours.

You and your family have worked hard to achieve your wealth and we realize that your finances are not a one size fits all approach. You’ve earned the right to spend your time doing the things you want to do, not the things you have to do. We give you peace of mind and time to enjoy it by relieving you of the detailed private client financial administration, including high net worth bookkeeping, related to your family, residences, household employees, and business.

The Breakwater Edge

Discrete. Comprehensive. White-glove.

  • Absolute Privacy – Client-specific NDAs and structured access controls safeguard your information.
  • Unified Coordination – We serve as the operational link between your CPAs, wealth managers, attorneys, and other advisors.
  • Autonomous Oversight – With authorized access, we can fully manage your financial administration, reducing your day-to-day involvement.
 
Schedule Initial Call