Platform Family Office Advisors
Family office / business management
We offer comprehensive and bespoke financial services to high-net worth individuals, families and companies, ranging from the entertainment industry to athletes to business owners and beyond. As your personal CFO, we meticulously handle every component of your financial life so you can preserve and grow your wealth while focusing your everyday life on what matters to you.
We have the experience, technology, and relationships with other trusted providers to ensure all of your needs are met, from lifestyle management to professional services coordination. Our services are customized and robust, including things such as:
- Cash flow management
- Bill pay and depositing of all income sources
- Investment monitoring and guidance with wealth building
- Financial planning and retirement projections
- Tax preparation and planning
- Risk management and insurance coordination
- Payroll and HR services for business and domestic employees
- Financial record keeping
- Real estate and large asset acquisitions/sales
- Debt management
- Estate and trust administration
- Financial literacy and education to multiple generations
Human-centered wealth management
Platform Wealth Management Advisors is a team of seasoned industry experts who love the art meets science of wealth management.
Reyes Florez
CEO, Location
(510) 333-4598
Reyes “grew-up” in his father’s boutique CPA firm where he developed a love for small business and client services. Between two different s
Natalee Harris
Managing Partner / Director Salt Lake City, UT
(510) 333-4598
Natalee is Platform’s resident tax and accounting expert overseeing training, development and compliance for the entire firm. She started her career at a big firm, o,
Accounting /
tax services
Platform Family Office Advisors also provides comprehensive income tax preparation and filing for individuals and businesses, ensuring you maximize deductions and credits.
With our bookkeeping and accounting services, we ensure your finances stay organized and up-to-date. Whether you need help navigating complex tax codes or want a clear picture of your financial health, our office can provide the expertise and services you need to navigate tax season and make informed financial decisions.