Income Tax, Estate Tax, Investments, Business Planning
How much do I really need to fund a family office?
What is a multi-family office vs. a family office?
Creating a values statement, the mission and the family office
The founders family office
Generational wealth management
Family governance training
Three key roles of the family office
Developing the right team for your multi-family office
Coordination of other key advisors around investments, liability, tax, and estate planning
Evaluating your family office
Family office investment management
Family bank and family entrepreneurship
Legacy and philanthropy
Ready to take
The Next Step?
For more information about services listed, schedule a meeting today.