Compass Advisory Group

7 More Family Office Resources:

• Add Your Multi-Family Office to Version 4.0 of the Family… We are soon coming out with Version 4.0 of our Family Office Database on FamilyOffices.com. To include your multi-family office or single family office within our industry-leading database please submit the form ...
• Selecting a Family Office Advisor
• Do Family Offices Offer Tax Advisory Services? Question: Do family offices offer tax advisory services? Answer:  Yes, family offices often provide tax advisory services to families and individuals. Ultra-wealthy individuals have many types of assets, global assets, and enough income and potential tax liability ...
• Family Offices Alternative Investments Family Offices Alternative Investments Family Offices Heavily Invested in Private Equity, Hedge FundsRothstein Kass Family Office Group surveyed 151 executive directors of single-family offices and found that they are warming up to alternative ...
• Seattle Family Office Seattle Family Office Seattle is one of the major financial hubs of the West Coast and certainly the Northwest region.  I've spoken with several family offices located in the region and it is certainly ...
• Top 50 Family Offices A recent story by Bloomberg caught our eye, as it is based on the Family Office Database produced by the Family Offices Group.  Bloomberg used that data to create a ranking of family ...
• What is wealth management? Question: What is wealth management? Answer: Wealth management is an essential service provided by family offices.  Wealth management is more broad in scope than exclusively offering investment advice. Investing, tax and estate planning are all offered ...