Estate Plan

Estate Plan

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Estate Plan

Estate Plan definition:  An estate plan outlines the orderly distribution of your personal assets following your death. The plan may include caring for children, preserving wealth, minimizing taxes and legal expenses.

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

Read more Family Office Definitions

Tags: What is estate plan?, estate plan definition, estate plan family office, estate plan term, define estate plan, estate plan wealth management, estate plan multi-family office, estate plan single family office

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 [email protected]

Free Family Office Report (PDF)

Contact Details for 1,000 Family Offices in Excel