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COMPLEX FINANCIAL ADMINISTRATION,

MADE SIMPLE 

 

SCHEDULE A CONSULTATION

ADVANCED REPORTING TECHNOLOGY

HIGH-QUALITY
PROFESSIONALS & STAFF

IN-HOUSE
TAX SERVICES

Let our team bring peace of mind to your financial complexities. 

At Burgher Haggard, we know that navigating the complexities of your finances can be arduous. Our team believes it shouldn't have to be. We provide tailored financial administration services to individuals, families, companies, and financial entities to simplify your day-to-day.

 

Private Wealth

At Burgher Haggard, we understand the unique challenges of tracking and understanding your financial position. Our team of seasoned professionals works hard so you and your family can enjoy peace of mind.

 

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Energy

Whether you’re a newcomer to the industry or an experienced operator, managing oil & gas assets can be a full-time job. Successful management requires specialized software, attention to detail, and industry knowledge – all of which are difficult and time-consuming to acquire. Let us put our systems and expertise to work for you and simplify the management process.

 

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Real Estate and Construction

Your complex real estate holdings require close attention, in-depth reporting, and expert back-office administration. But maintaining your internal team may be costing you more than it’s worth – in time, money, and turnover. 

 

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Tampa, Florida, USA downtown skyline on the Hillsborough River.
 

Private Equity

As someone with great ideas, you should be able to focus on what you do best: raising capital and investing. Instead, you may be bogged down with back-office responsibilities: managing investor correspondence, creating complex financial reports, and developing comprehensive tax strategies. 

 

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Accolades

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2021 Family Wealth Report Finalist for Best Multi-Family Office 2.5B-5B AUA

Family-wealth-award-accounting

2021 Family Wealth Report Finalist for Best Accounting Firm

Family-Wealth-Award-outsource

2021 Family Wealth Report Finalist for Best Business Process Outsourcing Firm

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2021 PAM Finalist for Best General Ledger (Private Asset Management Awards)

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Choose with confidence.

At Burgher Haggard, you can trust that your information is secure. We conduct annual System and Organization Controls (SOC) Audits to ensure best practice policies and procedures. 

 

Want to learn more about our services and team?

Dive into one of our blogs below, brought to you by our best-in-class team of financial administration professionals.

3 min read

The Cost of Internal Team vs. Outsourcing Financial Administration

As your business grows, your financial administration needs become more complex. From organizing and filing taxes to...

3 min read

7 Tips for Opening Up to Young Adult Children About Family Wealth

It’s hard to know when to open up to your kids about family assets and wealth. At some point, you probably plan on...

2 min read

Pros and Cons of Outsourcing Accounting vs. Maintaining Internal Staff

Choosing to maintain internal accounting staff and resources or to make the shift to outsourcing can be a difficult...