Bespoke accounting and administrative support for high networth families, single family offices, and their trusted advisors.
Schedule a Private ConsultationManaging a significant estate requires more than simple bookkeeping. It demands a strategic partner who understands the nuances of multi generational wealth, complex entity structures, and the vital importance of liquidity management.
At Eriksen Consulting PC, we specialize in bridging the gap between daily financial activities and high level tax strategy. With over 15 years of experience, Melinda provides the precise reconciliation and custom reporting necessary for families to maintain total control over their financial health.
Our firm operates with a philosophy of discretion and seamless integration. We do not just provide data, but we provide peace of mind by collaborating directly with your wealth managers, estate attorneys, and tax professionals.
Designed for individuals who value their time as much as their capital.
Meticulous management of personal and household finances, including bill pay, household payroll, and vendor management. We ensure your lifestyle is supported by a robust back office framework.
Detailed oversight of private equity investments, real estate holdings, and multi entity cash flows. We provide the big picture view while maintaining granular accuracy.
We transform chaotic financial data into audit ready tax work papers. Our precision reduces the burden on your tax preparers and ensures every deduction is documented.
High networth accounting is often a fragmented process. Information is scattered across various banks, investment platforms, and property management systems. This fragmentation leads to missed opportunities, administrative stress, and potential tax inaccuracies. Eriksen Consulting PC was founded to solve this specific challenge.
As a CPA and MBA, Melinda approaches every client engagement with a dual lens perspective: the technical rigor of a certified accountant and the strategic foresight of a business advisor. This ensures that cash flow is not just tracked, but optimized.
We understand that our clients often have a Circle of Trust consisting of attorneys and advisors. Our goal is to serve as the hub of that circle, providing the reliable data that allows your other professionals to perform their best work. Whether it's preparing for an estate planning meeting or reconciling a complex year of private equity calls, we are the steady hand behind the scenes.