Family Offices and Concierge Services
Estate Planning Under the umbrella of concierge services, family offices cover such client services as travel arrangements, household personnel management, document storage, and personal shopping in addition to the traditional offerings of investing, tax planning, and estate planning. Families may turn to family offices to support their overall financial needs — to provide philanthropic planning, family education, multigenerational planning, and lifestyle management services such as a private secretary or guidance for your children. Services can be tailored and integrated to promote and preserve the identity and values of the family. You may…
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