What family office financial services are typically offered?

What family office financial services are typically offered?

by Richard C. Wilson & Family Offices Group Association Team

Question: What family office financial services are typically offered?

Answer: Family offices offer a range of services  to clients, not all of them financial, but financial services are perhaps the most important to clients.  Family office financial services typically include the following: asset allocation; portfolio management and investment due diligence; tax advisory; compliance and regulatory assistance; multi-generational wealth management; risk management; real estate management as well as other financial services that the family client may require.

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