What services do family offices offer?

What services do family offices offer?

by Richard C. Wilson & Family Offices Group Association Team

Question: What services do family offices offer?

Answer: Family offices provide a range of services to their clients from philanthropic assistance to tax and accounting work.  While family offices often tailor their services to the needs and desires of their clients, there are some common family office services that I will list here:

  • Portfolio Management & Investments
  • Tax Advisory
  • Reporting & Record Keeping
  • Philanthropic Management
  • Multi-Generational Wealth Management
  • Compliance & Regulatory Assistance
  • Risk Management & Insurance
  • Life Management & Budgeting
  • Shared Asset Perks
  • Training & Education
Again, these are just some of the services offered by family offices and not every family office offers all of these services.

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