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.

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.


Related services

Preferred Language:

Lansberg Gersick Advisors complies with GDPR guidelines. Please confirm you agree to receiving Emails from us:

Please check the box to agree to our data protection policy

We use Mailchimp as our marketing platform. By clicking below to subscribe, you acknowledge that your information will be transferred to Mailchimp for processing. Learn more about Mailchimp's privacy practices here.

Recommended for you


Philanthropy in Complex, Multi-Generational Families

For many, family philanthropy presents an opportunity to create a shared experience, unifying the
family by working together toward a lasting legacy of impact. Family philanthropy can also give
participants an opportunity to explore and cultivate their personal—and sometimes separate—
philanthropic passions

Generation Of Giving

Generations Of Giving

“A thorough and powerful work, Generations of Giving: Leadership and Continuity in Family Foundations demands.


How to approach Philanthropy

About one-quarter of our work relates to family philanthropy, most often as part of a complex family enterprise or family office.