Do Family Offices Help with Family Business Planning?

Do Family Offices Help with Family Business Planning?

by Richard C. Wilson & Family Offices Group Association Team

Question: Do Family Offices Help with Family Business Planning?

Answer: Yes, family office business planning is one of many services that a family office might provide.  Family business planning is a client service from family offices that covers the ownership structure, governance, and taxation of family businesses.  Succession planning and exit strategies are major focuses of this family office service.

Family offices often tailor their offering to the needs of their family office clients; so, if a family client operates a business and they would like advice and consulting on planning and operating that business, then a family office might provide that service.

Download our free Family Office Report to learn more about the family office industry.

Read more Frequently Asked Family Office Questions.

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