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.


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