We Handle the Financial Work that Falls Outside Your Engagement.
Your client may have a good accountant.
A good financial advisor.
A good attorney.
And still have important financial work fall through the cracks.
That is where Redwood Family Office fits.
The Problem
Accountants and financial advisors often run into the same problem from opposite directions.
For accountants:
The client sends records in March. They are incomplete.
You discover a transaction from June that should have been structured differently, but the year is already closed.
Advice you gave months earlier was never implemented.
And valuable time during tax season gets spent chasing documents and reconstructing what happened instead of doing the work the client hired you to do.
For financial advisors:
You make a sound recommendation. Then you discover something outside the portfolio changes the picture.
A tax consequence nobody identified.
A liquidity need inside the business.
An entity structure that complicates the recommendation.
An estate document that does not say what the client thought it said.
The problem is not necessarily the quality of anyone's advice.
It is that everyone is working from a different piece of the client's financial life.
And too often, the client is the person responsible for carrying information from one professional to another.
Where Redwood Fits
Redwood Family Office helps keep the client's broader financial picture organized, current, and coordinated so you can do your work with better information and fewer surprises.
We do not replace the accountant.
We do not replace the financial advisor.
We help make the work around those relationships function better.
For accountants
Redwood can help give you:
- Fewer last-minute surprises
- Better organized records
- Less time spent following up for missing information
- Earlier visibility into decisions that could affect the tax outcome
- Better follow-through after planning recommendations are made
We do not compete for tax preparation.
Instead, we help identify issues during the year, organize the information around them, and coordinate implementation so decisions can be addressed while there is still time to act.
For financial advisors
Before a major recommendation is implemented, we help look at the surrounding financial picture.
That may include:
- Tax consequences
- Business cash-flow needs
- Entity obligations
- Real estate considerations
- Estate planning issues
- Other financial priorities competing for the same capital
The goal is simple:
Help your recommendation land in the context of the client's entire financial life.
What's Possible for Your Firm
Many successful clients want more than an annual tax engagement or investment relationship.
- They want someone helping them keep track of everything.
- They want follow-up.
- They want professionals communicating with each other.
- They want to know that when a decision is made, someone is making sure the next step actually happens.
You can build that capability internally.
But doing so may require hiring, training, creating new processes, and managing an entirely new service function.
Redwood gives you another option.
Your clients can receive support with:
Financial Organization
Implementation
Managment
Cash-Flow
Oversight
Coordination Among
Professionals
Ongoing
Accountability
Without your firm having to build an entire department to provide it.
It also gives you somewhere to direct the important client needs that fall outside the work your firm wants to perform.
How the Relationship Works
We work collaboratively with you on shared clients.
Redwood is paid directly by the client. We do not receive introduction fees from the accountant, advisor, or other professionals involved.
Your client relationship stays yours.
- What Redwood is handling
- What your firm is handling
- What another professional may need to handle
- Who is responsible for the next step
The goal is not to add another professional for the client to manage.
It is to make the professionals they already have work together more effectively.
