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Client Services

Many individuals, professionals and businesses have specific requisites that are difficult to meet in day-to-day life. Through our affiliation with AMB Client Services, LLC, we are able to offer you customized services and can tailor those services to any need that you may have. Eastover believes a family-business office is about sustaining values and maintaining assets through diligent teamwork. Therefore, we work hard to understand the dynamics of families like yours.
An Eastover professional will bring together a team of experts including attorneys, accountants, trust officers and other professionals who will work closely together to review your family and business relationships at the outset and at regular intervals. They share analyses, ideas and perspectives with you, developing insights and carefully reviewing details so that no opportunity is overlooked.

Services

  • Family Office Support
  • Tax Preparation and Coordination through AMB Client Services, LLC
  • Charitable Trusts and Foundations

 

  • Administration
  • Bill Paying
  • Pension Plan Administration