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What Are Family Office Services?

When family wealth is held by by multiple family branches the complexity changes from needing comprehensive wealth management to integrated wealth management for the entire family.  That's what family office services provide.  For our firm that typically means there is a family owned business that is owned by several family members so things like taxes, estate planning, trust management and business planning are more complex...need more expertise...than the average family.

We still provide comprehensive wealth management using state of the art software for each individual family...we just help to coordinate the planning for the entire family.