Wealth Management

Develop an effective wealth management strategy that reflects who you are, how you live and what’s most important to you . . .

News and Events

private enterprise services


realizing your vision for success

 

Our private enterprise services include: 

assurance

  • Audit
  • Reviews & Compilations
  • Agreed Upon Procedures 

tax

  • Federal, State and International
    Tax Compliance and Planning
  • Individual Tax Compliance and Planning
  • Transactional Planning 

accounting services

  • Outsourced Accounting
  • Family Outsourced Accounting
  • Technical Accounting Support

management consulting

  • Strategy Implementation
  • Business Process Improvement
  • Integration Services
  • Software Selection

technology consulting

  • IT Outsourcing
  • Forecasting, Budgeting & Projections
  • ERP& CRM Implementations
  • Infrastructure & Application Services 

business valuation

  • Financial Reporting and Tax Compliance
  • Estate and Gift Tax Planning
  • Strategic / Exit Planning Valuations
  • Shareholder Buyouts / Dissenting Shareholder Litigation Support
     

transaction advisory services

  • Business Valuation
  • Deal Structuring
  • Due Diligence

succession planning

  • Strategy and Operations
  • Leadership Transition
  • Financial Independence

wealth management

  • Retirement Cash Flow Modeling
  • Asset Management
  • Wealth Transfer Techniques
  • Estate Planning
  • Insurance Planning
  • Educational Planning

 

 

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your contact

Michael T. Ferraro
Vice President
617.241.1242

Resources & Links

thought leadership

Plan of Attack: Why Your Family Needs to Get Back to its Business Plan

Featured Sponsorship

Caturano and Company is proud to sponsor SBANE's Massachusetts Breakfast Series bringing together over 100+ business owners and executives.  Attend an upcoming event.