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 that a small improvement in their tax efficiency could quickly help pay for the extra fees involved in working with a family office. As a family’s wealth grows, tax issues become more and more complicated with investments, philanthropy and the reporting of various assets, so a family office with
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