What are Family Office Concierge Services?

What are Family Office Concierge Services?

by Richard C. Wilson & Family Offices Group Association Team

Question: What are Family Office Concierge Services?

Answer: While the primary services that a family office manages include traditional wealth management services like taxes, accounting, managing investments and retirement services; family offices also provide many other unique and helpful services to their clients under the umbrella of “concierge services.”  Concierge services are a client service from family offices that covers non-specific duties, such as travel arrangements, household personnel management, document storage, and personal shopping.

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