Coordinated Services
Plan around your life events with us.
The result: seamless coordination, more clarity, enduring legacy.
Life Event Advisory
Design. Build. Operate.
Helping families coordinate every important decision around life's biggest events.
Tax Preparation, Strategy & Accounting
Newhouse CPA
Taxes are one of the biggest expenses of your lifetime. We provide a proactive tax strategy designed to identify opportunities, manage tax exposure, and support informed after-tax decisions.
We view taxes not just as a cost of wealth, but as a core lever to preserve it. Newhouse provides planning, structuring, compliance, and accounting services that are fully aligned with your family’s financial architecture—across entities, generations, and jurisdictions.
What we help with:
Planning and projections, entity and trust structuring, compliance and filings, and intergenerational strategies.
Clarity in reporting, up-to-date books for ready-to-furnish, solid financials, fewer surprises at tax time, CFO-lite high level guidance and strategic insight for business owners and families.
Financial Planning
Newhouse Integrated Financial Advisors LLC
Clarity, confidence, and alignment for every stage of life. A framework to make financial decisions.
We help families articulate what they want their wealth and capital to do—then build a plan that supports those goals. Your financial blueprint is coordinated with tax, investments, real estate, capital decisions, and trust structures so nothing is designed in isolation.
What we help with:
Comprehensive financial blueprints, retirement and cash‑flow planning, philanthropy, succession planning, and family governance.
Wealth Management
Newhouse Integrated Financial Advisors LLC
Disciplined investment oversight to grow and protect wealth.
Newhouse Integrated Financial Advisors LLC provides independent, disciplined oversight of family portfolios, coordinating investment decisions within the framework of broader family, tax, estate, and legacy objectives. Investments are evaluated in light of your tax position, estate plan, trust structures, liquidity needs, and long-term goals.
What we help with:
Custom portfolios, active and passive strategies, alternative investments, risk management, and ongoing monitoring.
Real Estate
Newhouse & Associates
Maximizing value and opportunity across real estate assets.
Real estate is often at the center of family wealth. Newhouse advises on acquisitions, ownership structures, and transitions so each property decision supports your overall strategy for wealth, capital, and trusts.
What we help with:
Acquisition support, entity and title structuring, portfolio optimization, 1031 exchanges, and generational transitions.
Capital Advisory
Newhouse CPA
Providing strategic guidance to clients raising and deploying capital, with an emphasis on structure, risk, tax implications, and long-term objectives.
We help families align capital decisions with their risk tolerance, time horizons and legacy objectives, always coordinated with tax, planning, and trust considerations.
What we help with:
Capital structure advisory, capital planning advisory, capital deployment analysis, co-investment analysis, governance, and oversight.
Estate & Fiduciary Support
Newhouse CPA
Trust administration rooted in integrity and legacy.
Trusts protect families and their futures—but they also create complexity and responsibility. Newhouse provides fiduciary administration that combines rigorous compliance, thoughtful governance, and deep respect for family values and intent.
For families who wish to give back, we help structure legacy gifts that carry their values into the community for generations.
What we help with:
Fiduciary administration, successor trustee support, compliance and governance, and long‑term legacy stewardship.
Life Event Advisory
The Newhouse Platform
Life happens in events, not transactions. Retirement, inheritances, business transitions, major real estate decisions, and other life changes often involve tax, financial, investment, real estate, and legal considerations.
Through the Newhouse Platform, we help coordinate the relevant professionals so important decisions can be evaluated within a connected framework. By considering opportunities, risks and tradeoffs together, families can move forward with greater clarity, continuity, and confidence.
Examples of life events:
Retirement Decisions
Business Formation & Exits
Inheritances & Wealth Transfers
Estate Settlement & Trustee Transitions
Major Real Estate Decisions
Incapacity & Aging
Divorce & Family Transitions
Life event advisory. Because life happens in events, not transactions.