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Madrona Financial & CPAS
Madrona Financial & CPAS is structured as a dual-purpose entity: a tax and accounting firm that also functions as a single-family office.
Madrona Financial & CPAS
Madrona Financial & CPAS is structured as a dual-purpose entity: a tax and accounting firm that also functions as a single-family office. The CPA side serves a roster of external clients, while the family office manages investments and financial planning for the family that founded the firm. This overlap is typical among smaller family offices that grow out of a family's accounting practice. The firm's investment strategy appears concentrated in passive, tax-efficient vehicles—municipal bonds, low-turnover equities, and real estate held through pass-through entities. No direct venture capital or private equity activity has been publicly documented. The geographic footprint is local, with no evidence of cross-border deployment. No team size, AUM, or named investment professionals have been made public. The firm does not maintain a substantial web presence beyond standard business listings. It shares no public record of recent hires, capital commitments, or strategic shifts. The structural differentiator is the integrated CPA–family office model, which consolidates tax planning, bookkeeping, and wealth management within a single firm. This limits scalability but provides continuity for families seeking to minimize administrative complexity and maintain privacy.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
What is the relationship between the CPA practice and the family office at Madrona Financial & CPAS?
Madrona Financial & CPAS operates both functions under one roof. The CPA side serves external clients, while the family office manages the founding family's investments and financial planning. This integrated structure is common among family offices that evolve from an existing accounting practice.
How does Madrona Financial & CPAS deploy capital?
The firm's public profile suggests a conservative, tax-aware investment approach. Likely vehicles include municipal bonds, low-turnover equities, and real estate held through pass-through entities. There is no public record of venture capital, private equity, or direct deal activity.
Who makes investment decisions at Madrona Financial & CPAS?
The firm has not disclosed named investment professionals. Decision-making is likely handled by the founding family or senior accounting partners, but no public records confirm specific roles or individuals.
Is Madrona Financial & CPAS open to external investors?
No evidence suggests that the family office side accepts external capital. The firm's CPA services are available to outside clients, but the family office appears dedicated solely to managing the wealth of the founding family.
What geographic region does Madrona Financial & CPAS serve?
The firm's exact location is not publicly documented, but its name and structure suggest a domestic U.S. focus, likely serving clients and managing investments within a single state or metropolitan area. No international activity has been identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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