MILWAUKEE - s4story -- 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.

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"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."

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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

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