F/B/O Services, Inc.

Overview

The firm delivers outsourced family-office services for high-net-worth families, combining financial administration with accounting, financial planning, and tax and estate planning. Its work is designed to bring structure and visibility to complex personal, family, and business finances.²

Leadership

Joseph W. Roskos serves as President and manages the firm’s personal financial, accounting, tax, family-office management, and trust-administration work.¹

Joanne S. Nolt is Director, Client Services. She oversees financial matters for complex clients and manages client-service personnel.¹

Evan Roskos is Director, Client Service and Administration, providing accounting and tax services to individuals, trusts, family partnerships, and closely held businesses.¹

Christine Blasko is Manager, Client Services, responsible for financial statements, cash flows, projections, budgets, special projects, bookkeeping supervision, bill paying, and reconciliations.¹

Joseph Wenzel is Manager, Client Services and Administration, handling financial statements, cash flows, budgets, payroll, and firm administration.¹

Services

F/B/O Services organizes financial information, manages bill payment, prepares reporting, tracks assets and liabilities, improves cash-flow visibility, and can provide supplemental reporting by property or family member.³

Its tax practice serves individuals and trusts, partnerships, LLCs, S-Corps, not-for-profits, and foundations. Services also include gift and payroll tax work, quarterly tax payments, tax preparation, and IRS representation.⁴

The firm offers trustee support, tax preparation, family-office administration, and specialty assignments tailored to a client, family, or business.²

What the firm offers

• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay

Client Focus

The firm serves individuals, families, high-net-worth households, trusts, family partnerships, closely held businesses, foundations, and other entities requiring coordinated financial administration and tax support.²

Approach

F/B/O Services says it applies commercial accounting and governance practices to personal and family financial affairs. The firm describes its service as personalized, careful, and competent, and says its planning is fee-only and its financial, tax, and accounting work is independent.¹

FAQs

Related resources

• LocationMultifamily offices in Pennsylvania

  This page helps Pennsylvania families compare multi-family office options by location and service focus. It can frame questions about administration, accounting, tax planning, estate planning, and family governance when considering support from a privately owned provider such as F/B/O Services, Inc.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain-language guides on wills, trusts, and related estate decisions. A family reviewing F/B/O Services, Inc. can use these materials to prepare questions about trust administration, fiduciary responsibilities, estate planning, and coordination with tax and financial planning.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com provides directories of family offices and investor contacts. Business owners and families can use it to understand how multi-family offices are categorized, identify firms serving similar client types, and compare the scope of services they may seek, including administration, philanthropy, and family education.

• GuideData privacy and security with an MFO

  This resource outlines data privacy and security issues families should discuss with a multi-family office. Readers can use it to ask how sensitive financial records, tax documents, bill-pay instructions, trust information, and family governance materials are handled when evaluating F/B/O Services, Inc. or another provider.

• Similar firmsFortis Family Office
  Sageworth
  Callan Family Office, LLC

  Profiles for Fortis Family Office, Sageworth, and Callan Family Office, LLC give readers additional points of comparison on this site. Reviewing these firms alongside F/B/O Services, Inc. can help a family organize questions about service areas, client focus, planning coordination, and the practical scope of multi-family office support.

Sources

1. F/B/O Services, Inc. About Us
2. F/B/O Services, Inc.
3. F/B/O Services, Inc. Family Office Services
4. F/B/O Services, Inc. Tax Preparation Services

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.