What is Family Wealth Management?

What is Family Wealth Management?

by Richard C. Wilson & Family Offices Group Association Team

Question: What is Family Wealth Management?

Answer: This is a question we are asked quite often by people who want to know more about the type of wealth management services that a family requires and the types of wealth management solutions that a family office provides.

Family wealth management is a client service from family offices that covers private wealth investing and cash flow management.  Integral areas addressed through this family office service are defining client goals, risk tolerance, and developing an investment policy statement.  Family offices offering investment services are required to register with the SEC as investment advisors.

Download our free Family Office Report to learn more about the family office industry.

Read more Frequently Asked Family Office Questions.

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