Multi-Family Office
- Comprehensive Financial Planning
- Custom Family Education
- Medical Invoice Reconciliation
- Bill Payment
- Estate and Wealth Transfer Planning
- Tax Preparation
- Investment Tax Planning
- Risk Management
- Liability Management
*Multi-Family Office Services may be delivered to the client either by John D. O’Malley, Jr., Eastgate staff, through Steven Spector LLC, or through a contractor of either Eastgate’s or the client’s choosing.