Our Services

Family Office Services

Pioneer provides comprehensive and individualized wealth advisory services to our clients. We believe integrating financial and investment advisory with tax services gives us broader perspective and additional insight that is invaluable as we work with our clients to meet their wealth management goals.

At Pioneer, we work in partnership with our clients to establish their financial objectives. We deliver the financial advisory services that are fundamental to achieving these goals. Our integrated approach gives us the insight we need in order to provide superior advice. Pioneer’s financial advisory group integrates and coordinates multiple financial aspects of a client’s life including cash and liquidity management, investment portfolio monitoring, accounting and tax.

Our financial advisory services include:

Cash and Liquidity Management

Pioneer works with clients to develop comprehensive expense and budget to variance reporting across multiple entities, households and business activities. These include cash projections and the efficient management of cash needs for personal, business or investment purposes.

 

Portfolio Administration

We construct a full picture of a client’s assets across all investments, custodians and entities. Services include setting up new investment accounts, coordinating investments in private partnerships, managing capital calls and providing the detailed financial record-keeping that serves as the institutional memory of a dynamic family group.

Wealth Transfer Administration

Pioneer monitors and administers client wealth transfer planning. We track the success of wealth transfer plans and assist clients to crystallize and protect successful planning. We track intra-family loans, facilitate making required interest and principal payments, required annuity payments for GRATs, annual exclusion gifts, funding life insurance premiums and all of the required tax compliance and disclosure.

 

Investment Portfolio Performance Reporting

Our clients receive consolidated investment performance reports at the investment, asset class and portfolio level as well as the ability to aggregate and roll up multiple pools of assets. Our reporting capabilities are robust, dynamic and can accommodate a range of asset types as well as custom benchmarks and portfolio scenarios.

Additional Services

Supplement services include bill payment, accounting/bookkeeping and financial statement preparation services. Pioneer also offers family office implementation consulting to families with full or limited scope family offices in place including investment, tax and implementation advisory.