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

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