Do Family Offices Offer Multi-Generational Wealth Management Services?

Do Family Offices Offer Multi-Generational Wealth Management Services?

by Richard C. Wilson & Family Offices Group Association Team

Question: Do Family Offices Offer Multi-Generational Wealth Management Services?

Answer:  Yes, often times preparing and completing the transfer of wealth from one generation to the next is an important benefit of hiring a family office.

Ultra-wealthy need assistance in setting up trusts and managing how they will pass on wealth to their children and grandchildren in a way that is responsible, tax efficient, and appropriate for the type of culture the family is trying to foster long-term.

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