A family office is established with the aim of streamlining the management of wealth.In a conventional family office, a dedicated team is employed to oversee various aspects, including investments, taxation, philanthropic endeavors, trust management, and legal affairs. The family office takes charge of investing the family’s funds, handling all assets, and making distributions to family members, all with the objective of transferring wealth across generations in a tax-efficient manner.

Within the family offices we create and oversee, we integrate the following services:

• Financial Planning
• Trust Administration
• Investment Management
• Comprehensive Reporting
• Tax Preparation
• Insurance planning & risk management
• Financial Record Keeping
• Payment Processing