Many of our client families have decided to formalize a Family Office to serve the financial and professional needs of family members. In general terms, a Family Office is a services center to coordinate such family requirements as investment management, estate planning, insurance, tax planning and preparation, legal services, family staffing, philanthropy, and security.
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Jobs vs. Wealth
Family leaders must have the courage and stamina to create an inclusive, participative, and results-driven culture in the family and business, supported by the right policies and systems. Such a foundation will set the stage for a family legacy which both sustains across multiple future generations, and grows along the way with each group driving growth and diversification and making its own mark.
