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Financial Stewardship

Related terms: asset allocation, cash flow management, diversification, estate planning, financial education

What is Financial Stewardship in Family Offices

Financial stewardship in family offices refers to the responsible management and oversight of financial resources on behalf of family members. It ensures the ethical and effective use of assets, aligning with the family’s values and long-term goals. This involves strategic planning, investment management, and risk assessment to preserve and grow the family’s wealth across generations.