Family Offices

Demands on family offices have been increasing due to the roiling financial markets, constantly changing tax law and increasing complexity of planning transactions. Some offices have responded in part by becoming multi-family offices, and forming alliances with investment firms. But, single or multi, what makes any family office successful and enduring remains the same: the ability to give each family

Demands on family offices have been increasing due to the roiling financial markets, constantly changing tax law and increasing complexity of planning transactions. Some offices have responded in part by becoming multi-family offices, and forming alliances with investment firms. But, single or multi, what makes any family office successful and enduring remains the same: the ability to give each family member an integrated plan, first-class service, and an education in how to manage wealth.

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