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A Family Office is a private wealth management company for families of exceptional wealth or high net worth. A Family Office is tasked with successfully transferring established wealth across generations by investing the family's money, managing all of the family's assets, investments, taxes, philanthropic giving, trusts, legal matters, and disbursing payments to family members as required.
Family Offices offer a full menu of services, including:
Investment Management
- Investment and asset allocation strategy
- Risk management
- Customized portfolios
- Performance reporting and analysis
Tax and Estate Planning
- Development and implementation of estate plan
- Review and monitor estate plan
- Trust and estate administration
- Creation and communication of wealth transfer objectives
Tax Planning
- State and local tax planning
- Timely harvesting of gains and losses
- Closely-held business tax family planning
- Tax planning for trusts and estates
- Maximizing the benefits of philanthropy
Governance
- Family mission statement development and execution
- Family governance system development
- Succession planning
Family Member Education
- Financial education programs
- Family wealth mentoring
- Trustee and beneficiary mentoring
Philanthropy
- Creation of philanthropic mission
- Formal giving plan development
- Creation of recipient selection process
- Identification and implementation of charitable structures
- Evaluation of gift effectiveness
- Philanthropic networking
http://www.investmentadvisorsearch.com/family-offices.php offers a valuable database of Family Offices, their contact information and key executives within these firms.
DISCLAIMER
This website is for informational purposes only and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments nor an endorsement of any particular investment advisor firm or individual.
No warranty or guarantee of any kind, expressed or implied, is given regarding the accuracy, reliability, veracity, or completeness of the information provided here or by following links from this or any other page within this site, and under no circumstances will the author or service provider be held responsible, or liable for errors, or omissions resulting in any loss or damage caused or alleged to be caused by information contained in the material presented on the site, including but not limited to direct, indirect, incidental, special or consequential damages caused by using the information.
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