Do Family Offices Offer Tax Advisory Services?

Do Family Offices Offer Tax Advisory Services?

by Richard C. Wilson & Family Offices Group Association Team

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

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

Read more Frequently Asked Family Office Questions.

Leave Your Response

* Name, Email, Comment are Required

We run the Family Offices Group, the #1 largest family office association with 84,000+ global members. We offer live events, a bestselling book, Webinars, a family office database, and a family office training & certificate program called the Qualified Family Office Professional (QFOP). To get to know us please watch this 2 minute video, and contact us any time during pacific business hours by calling (212) 729-5067 or emailing us at

Free Family Office Report (PDF)

Contact Details for 1,000 Family Offices in Excel