When does your family need a Family Office?
A Family Office is a professional structure used to manage all the financial needs of an affluent family. Consider it like having a Personal CFO for your family with a multidisciplinary team of professionals to oversee and manage your financial affairs. Wealth can present both opportunities and challenges. We understand. Unlike a traditional private wealth management service offering, a Family Office includes a complete solution to investment portfolio advisory, bookkeeping, tax planning and compliance, insurance, philanthropy and generational wealth transfers, all in one place.
If you ever find yourself without the time to devote to dealing with everything that managing your family’s wealth requires and you agree with any of the following statements, we should talk:
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Our Family Office structure responds directly to the complex demands of wealthy families. All services are centered and customized around the needs of your family. That means responding to you in creative ways with customized services, capabilities and solutions.