What is Family Tax Management?

What is Family Tax Management?

by Richard C. Wilson & Family Offices Group Association Team

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 major focuses of this family office service.  This is an essential service that many family offices offer to their clients.  Many family offices also employ or are managed by experienced tax professionals so that this service is easily provided by the multi-family office or single family office.

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