Business owners work a lifetime building a business, crafting a legacy and accumulating wealth.
To ensure that the benefits of a lifetime of hard work are maximized requires a wealth management plan which considers all facets of your family’s assets, both tangible and intangible. This includes the transfer or management of business interests, the disposition of the estate, management of family trusts, philanthropic desires and continuity of family governance.
Providing the advice and services for enterprising families under a comprehensive wealth management plan is far beyond the capacity of any one professional advisor. A family office provides a wider range of services tailored to meet the needs of enterprising families and ultra-high net worth clients.
Family offices work collaboratively with a team of advisors from each of the necessary disciplines to ensure the family’s wealth transfer plan is well-coordinated and optimized for its legacy desires.