Family offices

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Is a family office right for you?

Family offices can provide a wide variety of services for high-net-worth families, from tax and estate planning to concierge and other personal services. While the precise structure and function of a family office are tailored to the needs of each individual family, the mission is nearly always the same: to manage and protect the best financial interests of the family in both the short and long terms.

For other topics covered in the 2010 Guide to tax and wealth management, please visit our Personal financial services site.