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Entrepreneur And Family Office Services

We provide our clients with the information and insights they need - whether it’s to grow their business, plan for its future, or ensure financial stability for future generations of their family.

Entrepreneur Services

When you decided to start your business, you picked an industry that you knew well and wanted to excel in. You probably were not aware of all the headaches that come with dealing with day to day operations of running a business, managing the books, and dealing with tax issues and the authorities. Our specialized and dedicated partners and team members work closely with you to understand your values, goals and can help you develop creative solutions to your business problems.

Whether you have just started your company, or you are an established enterprise, our Family and Entrepreneurial Services Group can assist you with:

  • Business entity structuring
  • Business valuation
  • Financial statement compilations or reviews
  • Information technology and accounting system design
  • Outsourced accounting and bookkeeping
  • Sales strategy
  • Strategic outsourcing of your financial management
  • Tax planning and compliance

Our Entrepreneurial and Family Office Services group will provide you with the ability to keep focused on what you do best, while making sure your business runs smoothly.

We can provide you with:

  • An understandable and simple answer to the question, “How am I really doing?”
  • Coordination of the activities of all other advisors. This role of communications coordinator is critical since their counsel needs to be aligned with your strategies and life goals to truly make an impact
  • Objective, professional advice about what will best fit into optimized asset allocations and estate plans
  • Timely, consolidated analyses organized to support financial decisions

Family Office Services

Our family office professionals offer custom-built services specific to your needs. Our goal is to help families look after the responsibilities that come with having built wealth through successful businesses and help them administer it for current and future generations. High net worth individuals and families turn to RSW because we are proactive and as trusted advisors, we recognize our clients’ need to have access to precise information along with impartial and timely advice so as to assist them achieve their financial objectives.

Our team has the expertise, objectivity and administrative skills to relieve you of some of the abundant tasks associated with managing your wealth. We will deliver your financial reports in a simple and comprehensive format, personalized to your goals all of which can ease the time restraints on you so that you have more time to relax and enjoy life.

Our services include:

  • Accounting software setup and training:
    • QuickBooks (Certified QuickBooks Pro Advisors)
    • Simply Accounting
  • Bookkeeping services with on site and on-line options available
    • Bill payments
    • Financial planning advisory
    • Monthly and quarterly accounting and financial statements
    • Payroll administration
  • Communication with government agencies related to tax matters
  • Corporate and individual tax return preparation
  • Monthly, quarterly, and annual tax filings (GST, HST, QST and payroll taxes)
  • Tax planning
  • Year end financial reporting