The Benefits of a Family Office

With balance sheets as complex as some corporations, wealthy families need an objective financial partner who is responsible for bringing order and structure to a family’s financial affairs via long-term planning and ongoing assessment of assets. A genuine multi-family office is uniquely positioned to protect and manage wealth by focusing on all aspects of a family’s balance sheet.

Acting as your family’s Chief Financial Officer, the family office is responsible for processing what can be an overwhelming volume of information required to make sound financial decisions that benefit the entire family for generations. A family balance sheet can include cash and investments, various business entities, real properties and personal assets and accounts for long-term family goals. The family office helps plan and manage the balance sheet to determine real net worth, measure returns and manage cash.

Copyright 2016 The CAPROCK Group, all rights reserved. The CAPROCK Group is an SEC Registered Investment Adviser. This communication is not a solicitation or offer to sell investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists. All written content is for informational purposes only and may not constitute a complete description of available investment services. Investment in securities involves the risk of loss. Past performance is no guarantee of future returns. Cappadocia Hot Air Balloon