Popular on Rezul
- No Limits Method Revolutionizes Neurodivergent Education Through Embodied Cognition - 105
- Corner Property Management Welcomes Seneca Reserve HOA!
- Kaplan Morrell Applauds Passage of Landmark Workers' Compensation Reform in Colorado
- First AI Marketing Platform Built Specifically for Small Businesses Launches Public Beta
- TEDxInglewood Returns to The Miracle Theater on August 9, 2025 — Celebrating Bold Ideas and Community Energy
- Rediscovered Christopher Lee Recording 'Elenore' Re-Released to Mark 10th Anniversary of His Passing
- Honoring Black History, Culture, and Community in Fall River
- Conexwest Expands Single-Phase Cold Storage Lineup: Versatile Solutions for Diverse Temperature Needs
- Token-Operated Sake Service Opens at Tobu Nikko Station
- Manhattan Boutique Real Estate Collaborates with InterContinental Hotels NYC in a Branding Partners Personalized Approach
Similar on Rezul
- $17.4 Million Total Revenue for First Half of 2025 (up 31.8% YOY) for Global Wet Trades Services Provider with High Value Bitcoin Investments
- $12.8 Million Net Revenue for 2024 for Cloud-Based Crowdsourcing Recruitment and SaaS-Enabled HR Solutions Provider: Baiya International Group Inc
- Plan to Launch Silo Technologies' Cybersecurity Pilot Program for Ultimate Nationwide Deployment via Exclusive Partnership: Stock Symbol: BULT
- AI-Based Neurotoxin Countermeasure Initiative Launched to Address Emerging National Security Needs: Renovaro, Inc. (N A S D A Q: RENB)
- $796,000 in Q2 Revenue Marks Highest Earnings to Date on 3 Trailing Quarters of Profitability in Multi-Billion Homebuilding Sector: Stock Symbol: IVDN
- Cybersecurity is THE Hot Market Sector; Revenues, Earnings & Profit matter; Only 33 Million Shares + a Huge Short Position Equal an Undervalued Stock
- Agreement to Supply US-Based Defense Provider with Thin-Film Solar Tech for Orbital Application; Ascent Solar Technologies, Inc. (N A S D A Q: ASTI)
- Suzanne Harp named Managing Director in Texas, USA
- $10 Million Acquisition of GXR World Sports Assets Energizes Global Launch of Sports.com Super App by Online Lottery-Sports Game Provider: Lottery.com
- Investor Spotlight: Cycurion, Inc. (N A S D A Q: CYCU) Secures $69M in Contracts Amid Surging Demand for AI-Powered Cybersecurity Solutions
Hammernik & Associates Expands Services to Offer Virtual Family Office Model
Rezul News/10704479
MILWAUKEE - Rezul -- Hammernik & Associates Expands Services to Offer Virtual Family Office Model Through Strategic Partnership
Milwaukee, WI – 06/06/2025– Hammernik & Associates, a trusted provider of tax planning and accounting services, is proud to announce a major expansion of its offerings designed to help clients achieve greater clarity, coordination, and confidence in their financial lives. This move reflects the firm's continued commitment to proactive, long-term planning and personalized support.
As part of this strategic growth, Hammernik & Associates has partnered with Todd Smith of Level 5 Family Office. Todd, a seasoned advisor with decades of experience in wealth, legacy, and life planning, joins the firm's newly formed Proactive Planning Team. Together, they will introduce a Virtual Family Office model—bringing the high-touch, integrated planning traditionally reserved for ultra-high-net-worth families to a broader range of clients.
More on Rezul News
"For years, our work has gone beyond tax forms—it's been about helping clients make smart, forward-looking decisions," said Nicholas Hammernik, CEO, at Hammernik & Associates. "This expansion allows us to deliver the kind of strategic guidance our clients need in all areas of life, from retirement planning and business growth to family legacy and major life transitions."
The new service model focuses on delivering a more holistic financial experience, coordinating key aspects such as tax strategy, investment alignment, estate planning, and family governance—all under one roof. By offering a Virtual Family Office experience, Hammernik & Associates aims to provide personalized, values-driven planning in a way that is accessible and impactful for successful families and business owners.
"Our tax and small business owner clients are always asking us for advice or a referral in areas such as wealth management, legal, and risk mitigation. The Virtual Family Office allows us a team to provide all of these services to our clients," said Hammernik. "This approach allows all of those areas to work in unison towards each client's personal financial goals."
More on Rezul News
Clients are invited to schedule a personal introductory meeting with our Client Relationship Team to explore how this expanded focus may align with their goals and enhance their long-term planning.
"We're not becoming something different," said Hammernik. "We're becoming more of what our clients have always wanted—a proactive, integrated team deeply invested in their success and peace of mind."
To find out more about how the Virtual Family Office operates, or to schedule a complimentary Discovery Session, visit https://www.hammernikassoc.com
For media inquiries or to schedule an interview, please contact:
Milwaukee, WI – 06/06/2025– Hammernik & Associates, a trusted provider of tax planning and accounting services, is proud to announce a major expansion of its offerings designed to help clients achieve greater clarity, coordination, and confidence in their financial lives. This move reflects the firm's continued commitment to proactive, long-term planning and personalized support.
As part of this strategic growth, Hammernik & Associates has partnered with Todd Smith of Level 5 Family Office. Todd, a seasoned advisor with decades of experience in wealth, legacy, and life planning, joins the firm's newly formed Proactive Planning Team. Together, they will introduce a Virtual Family Office model—bringing the high-touch, integrated planning traditionally reserved for ultra-high-net-worth families to a broader range of clients.
More on Rezul News
- Paulding County's Old Mill Preserve Now Open to the Public in Georgia
- Kramer Real Estate: The Boutique Brokerage Quietly Taking Over North Texas
- $17.4 Million Total Revenue for First Half of 2025 (up 31.8% YOY) for Global Wet Trades Services Provider with High Value Bitcoin Investments
- $12.8 Million Net Revenue for 2024 for Cloud-Based Crowdsourcing Recruitment and SaaS-Enabled HR Solutions Provider: Baiya International Group Inc
- Salazar Heating, Cooling & Plumbing Launches Water Conservation Initiative to Help Santa Fe Homeowners Cut Water Waste
"For years, our work has gone beyond tax forms—it's been about helping clients make smart, forward-looking decisions," said Nicholas Hammernik, CEO, at Hammernik & Associates. "This expansion allows us to deliver the kind of strategic guidance our clients need in all areas of life, from retirement planning and business growth to family legacy and major life transitions."
The new service model focuses on delivering a more holistic financial experience, coordinating key aspects such as tax strategy, investment alignment, estate planning, and family governance—all under one roof. By offering a Virtual Family Office experience, Hammernik & Associates aims to provide personalized, values-driven planning in a way that is accessible and impactful for successful families and business owners.
"Our tax and small business owner clients are always asking us for advice or a referral in areas such as wealth management, legal, and risk mitigation. The Virtual Family Office allows us a team to provide all of these services to our clients," said Hammernik. "This approach allows all of those areas to work in unison towards each client's personal financial goals."
More on Rezul News
- Hire Virtue Announces Executive Sponsorship Opportunity for Houston Hiring Blitz & Job Fair on August 6, 2025
- Inked & Maxim Model Teisha Mechetti Turns Heads—And Builds Community Impact
- Winners Development Corporation Pioneers Skyscraper In South Dallas
- Plan to Launch Silo Technologies' Cybersecurity Pilot Program for Ultimate Nationwide Deployment via Exclusive Partnership: Stock Symbol: BULT
- Robert Michael & Co. Real Estate Team Celebrates Industry Recognition and Showcases Premier Central Florida Listings
Clients are invited to schedule a personal introductory meeting with our Client Relationship Team to explore how this expanded focus may align with their goals and enhance their long-term planning.
"We're not becoming something different," said Hammernik. "We're becoming more of what our clients have always wanted—a proactive, integrated team deeply invested in their success and peace of mind."
To find out more about how the Virtual Family Office operates, or to schedule a complimentary Discovery Session, visit https://www.hammernikassoc.com
For media inquiries or to schedule an interview, please contact:
Source: Hammernik & Associates
Filed Under: Financial
0 Comments
Latest on Rezul News
- Google AI Quietly Corrects the Record on Republic of Aquitaine's Legal Sovereignty
- NYC Leadership Strategist Stacie Selise Launches Groundbreaking 4S Framework Series to Redefine Executive Excellence
- Baby Boomer Housing Trend: Big Homes Out, Simplicity In
- Robert Michael & Co. Real Estate Team Lists Pool Home in Hunters Creek, One of America's Top Places to Live
- Make Innovation Matter: Support H.R.1's R&D Expensing Relief for American Small Businesses
- Agreement to Supply US-Based Defense Provider with Thin-Film Solar Tech for Orbital Application; Ascent Solar Technologies, Inc. (N A S D A Q: ASTI)
- Byrd Davis Alden & Henrichson Launches Independence Day Safe Ride Initiative with 500 Free Uber Credits
- Robert Michael & Co. Lists Spacious 6BR Home in Winter Haven, FL
- U. S. Mortgage Rates Drop. Lowest Since May
- databahn Launches GenAI Sales Intelligence Platform to Revolutionize Fortune 500 and Global 2000 Account Research
- IRF Builders Forum Brings Global Leaders to Washington, D.C. to Advance Religious Freedom Through Cooperative Engagement
- Powell No Rate Changes For Now
- Colorado Scenthound Locations Partner with Humane Colorado to Give Adopted Dogs a "Clean Start"
- Final Opportunities for New Estate Homes, up to 2 Acre Homesites at Chattahoochee Reserve in Cumming
- Endoacustica Europe Unveils iPhone 13 Pro Max Spy Phone—Pure Hardware, Zero Software Changes
- Be in a New O'Dwyer Home Before Back to School & Enjoy up to $15,000 Towards Your New Home
- David Weekley Homes to Lift the Curtain on Amenity Package in Georgia's Maple Grove at Towne Lake
- Suzanne Harp named Managing Director in Texas, USA
- $10 Million Acquisition of GXR World Sports Assets Energizes Global Launch of Sports.com Super App by Online Lottery-Sports Game Provider: Lottery.com
- Shop American Made Goods: New Online Marketplace My American Goods Curates the Best of U.S. Made