Acadia Family Office

AccountingMaryland, United States11-50 Employees

Acadia Family Office is a small- to mid-sized accounting firm based in Hunt Valley, Maryland, serving high- and ultra-high-net-worth individuals through a combined family office and tax services model. It builds a tailored team of professionals who work with a client’s personal advisors to weave together tax, gift, estate, philanthropic, and family goals into a cohesive plan. The firm emphasizes proactive tax planning and aims to relieve clients of day-to-day concerns so they can focus on their family goals and priorities.

It handles complex tax returns for clients with multiple entities or investments, seeking to maximize tax planning opportunities and overall tax efficiency. Confidentiality and security are central to its operations, with a commitment to protecting sensitive information as part of its professional practice.

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