WHAT WE DO
Clayton Family Office provides day-to-day administration and management of a family’s affairs. This includes but is not limited to tax compliance oversight, access to private banking and private trust services, document management and recordkeeping services, expense management, bill paying, bookkeeping services, family member financial education, family support services, and family governance.
ABOUT US
Dr. Penny Clayton is a CPA, PhD, and Certified Fraud Examiner (CFE) who has taught at Drury University for 28 years and is actively involved with providing services to select families. After working with a high net worth individual in identifying a large fraud against the family business, Dr. Clayton began working with this family to develop procedures and provide the support necessary to eliminate chances of future fraud activities against the family's business. This experience led Dr. Clayton to the realization that other families can use family office services not only to protect their personal and business assets but also to ensure that accumulated wealth will be protected currently and in the future for their heirs. Thus, Dr. Clayton established Clayton Family Office.
OUR VISION
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Wealth management activities
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Tax compliance and planning
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Estate planning
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Philanthropic planning
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Recordkeeping
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Expense management
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Family member financial education
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Family support services
WE PROVIDE OVERSIGHT OF:
Our vision is to provide peace of mind to families with diverse financial, tax, and estate management needs.