Family Wealth Management

Family Wealth Management

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Family Wealth Management

Family Wealth Management definition:  Family wealth management is a client service from family offices that covers private wealth investing and cash flow management.  Integral areas addressed through this family office service are defining client goals, risk tolerance, and developing an investment policy statement.  Family offices offering investment services are required to register with the SEC as investment advisors.

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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 Clients@FamilyOfficesGroup.com.

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