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Protecting the family legacy starts in the family office

In general terms, a Family Office is a services center to coordinate family requirements

Families often receive support with wealth management and related activities through a dedicated family office.

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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.

Author(s)

Devin

Devin DeCiantis

Managing Partner

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Kelin Gersick

Kelin Gersick

Co-Founder and Senior Advisor

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