Our Services

  • Family Office Consultation
  • Research on Best Practices
  • Change Management Advisory
  • Family Office Governance and Planning

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The Family Office Handbook

The Complete Family Office Handbook details how family offices operate, who should consider forming or joining one, and how to craft and set up a structure, purpose and vision for the office that fully serves a family’s particular needs and investment goals. Whether you’re a wealth creator, a member of a wealthy family considering forming or joining a family office, or a professional contemplating a career in this growing segment of the wealth management industry, this comprehensive guide provides insights to some of the most common questions and misperceptions. Find out what aspects of the family office are right for you and your clients.

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