What are the benefits of working with a family office?

What are the benefits of working with a family office?

by Richard C. Wilson & Family Offices Group Association Team

Question: What are the benefits of working with a family office?

Answer: Here is a list of the top benefits of working with a family office instead of a single CPA or traditional wealth management professional:

  • Central financial management center for the wealth so more holistic decision making can be made
  • Higher chance of successful transfer of family assets, heritage, values, and relationships
  • Access to institutional quality talent, fund managers, and resources that would be difficult or impossible to obtain as an individual
  • Reduced costs in achieving a full balance sheet financial management and investment solution

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Read more Frequently Asked Family Office Questions.

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