Commercial Multi-family Office

Related terms: accredited investor, alternative investments, asset management, family office, wealth preservation

What is a Commercial Multi-family Office?

A Commercial Multi-family Office is a professional service firm that manages the financial and personal affairs of multiple families. These offices cater to families with less wealth compared to those served by private multi-family offices, offering a range of services such as investment management, tax planning, estate planning, and philanthropy coordination. The goal is to provide comprehensive financial solutions tailored to the unique needs of each family.

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