Full-Service Broker

Family Office Definition: Full-Service Broker

Full-Service Broker definition: A full-service broker offers more advice and planning for clients than a discount broker. In exchange, full-service brokers typically charge a higher commission.

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7 More Family Office Resources:

Broker Family Office Definition: Broker Broker definition: A broker sells investment securities and offers financial advice for clients. Typically, brokers are compensated with commission for transactions and offer non-discretionary accounts to clients. A Series 7 ...
What is Family Tax Management? Question: What is Family Tax Management? Answer: Family tax management is a client service from family offices that covers tax minimization strategies and filing and preparing returns. Estate planning, trust administration, and tax-efficient wealth transfers are ...
Do Family Offices Help with Family Business Planning? Question: Do Family Offices Help with Family Business Planning? Answer: Yes, family office business planning is one of many services that a family office might provide. Family business planning is a client service from family offices ...
What is a virtual family office? Question: What is a virtual family office? Answer: A virtual family office seeks to offer the family office experience through a range of different services from tax and accounting to investment advising by out-sourcing service ...
How do service providers work with family offices? Question: How do service providers work with family offices? Answer: Family offices of every size rely on service providers. These service providers can include auditors, accountants, attorneys, risk consultants, insurance consultants, private jet brokers, investment ...
Single Family Office Family Office Definition: Single Family Office Single Family Office definition: A single family office offers comprehensive financial services to a single affluent or ultra-high net worth family. A single family office requires a higher ...
Family Business Planning Family Office Definition: Family Business Planning Family Business Planning definition: Family business planning is a client service from family offices that covers the ownership structure, governance, and taxation of family businesses. Succession planning and ...

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