What is Family Governance & Education? Family governance and education are two key and related components of an effective family office. They serve as the foundation for responsible stewardship of wealth, preservation of family values, and transmission of wealth from one generation to the next. These services help ensure that families flourish across generations. Failure […]
Family Office
Private Client Services: Family Office Quarterback
The term “family office” is hard to define because it appears in so many different forms. There’s a well-known saying, “Once you’ve seen one family office, you’ve only seen one.” Some family offices are comprised of nothing more than a financial advisor. This advisor coordinates services with external tax experts, insurance providers, bankers, brokers, and perhaps […]