Financial Planning

Financial Planning

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Financial Planning

Financial Planning definition:  Financial planning addresses all of the financial goals for a client, including retirement, debt management, insurance, college and health savings, taxes, and investments.  Financial plans should be comprehensive in nature and adaptable for life changes.

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

Read more Family Office Definitions

Tags: What is financial planning?, financial planning definition, financial planning family office, financial planning term, define financial planning, financial planning wealth management, financial planning multi-family office, financial planning 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 Clients@FamilyOfficesGroup.com.

Free Family Office Report (PDF)

Contact Details for 1,000 Family Offices in Excel