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Alerts
How friendly is your State's tax code?
One reason a business might not be able to build equity or see sings of new revenue growth is the taxes imposed at the state level. If curious, read the following report from the Tax Foundation.
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The Communication of Fear
There is a troubling trend, especially through emails, of fear being communicated with false or incomplete information. How do you protect yourself?
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IRS to Discontinue Paper Coupons
In an effort to transform America to paperless electronic filing, regulations are being prepared yo require the deposit of payroll and other taxes by January 1, 2011 through the EFTPS system. You can read more in the Journal of Accountancy article link.
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2010 Health Care Act - Premium Assistance Credits
Read the attached family office memorandum on the premium assistance credit under the 2010 Healthcare Act.
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2010 Health Care Act - Penalties
Read the attached family office memorandum on the penalties of the 2010 Healthcare Act.
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About Our Team

Ask any successful business owner about the value of their human capital and most would say building and retaining a team and planning for succession are vital to a successful strategy. Our strategy has no exceptions.

A Matter of Priority

I have a very simple hierarchy of priorities to the success of our family office:

  1. Serve the client beyond their expectations and never forget to listen.
  2. Develop the team to exceed the clients expectations, provide the necessary tools, education, work environment, compensation and benefit programs to reward exceptional service.
  3. Reward the equity owners when the first two priorities are met.

Business Philosophy

As a sole shareholder of a professional corporation, maximizing shareholder wealth frees my firm from this basic business philosophy. Instead, maximizing client wealth can be concentrated on.

Origin of the Family Office

The Family Office originated when a family member acted as the main manager of both business and personal affairs. Serving the family became known as a "Single Family Office."

As the family grew, certain services were outsourced or individuals were hired merely to serve the family. In order to afford the personnel they hired, families began to allow these individuals to begin serving additional families, thus the creation of the "Multi-Family Office." Not only do we manage our own wealth through qualified custodians and well respected clearing firms, our family team works to use over 60 years of combined knowledge and experience to serve other families.

Our Family Team

Edward W. Greenlee, CPA, PFS
President and Senior Financial Planner
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
Member AICPA Personal Financial Planning and Tax Sections
Licensed Registered Investment Advisor, Series 7 and 66 Licenses
Graduate - University of Central Oklahoma, 1985, B.S. Accounting
Graduate - University of Texas, 1981, B.B.A. Management
Biography


Ryan W. Greenlee
Senior Accountant and Junior Financial Planner
Graduate - University of Oklahoma, 2009, B.B.A. Accounting
Candidate - CPA
Series 65 Licensed OK Investment Advisor Representative
Biography

 

 

 

Tracy A. Greenlee
Office Manager, Lead Data Coordinator and Personal Service Representative
Biography

 

 

 

 

 

To learn more about the credentials and careers of our team members request trial access to our "Client Reference Center."


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