Family Office

Related terms: family governance, family trust, wealth preservation, asset allocation

What is a Family Office

A Family Office is a private advisory firm dedicated to managing the wealth and financial affairs of ultra-high-net-worth families. It provides comprehensive services to ensure the effective management of wealth and interests across multiple generations.

Services offered by Family Offices

Family Offices offer a wide range of services, including investment management, estate planning, tax services, philanthropy coordination, and family governance. These services are tailored to meet the unique needs and goals of each family, ensuring long-term financial stability and legacy preservation.

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Family Office

What is a Family Office

Services offered by Family Offices