Multi-Family Office

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

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Ready to take
The Next Step?

For more information about services listed, schedule a meeting today.

Or give us a call at 801-993-0550 & 801-993-0507