Family offices

The managerial and administrative needs of high-net-worth families can be extensive.
 

Increasingly, high-net-worth families rely on family offices to coordinate the various aspects of their wealth management. Complex tax issues, global holdings, trusts, running the foundation or overseeing other legacy-building endeavors are just some of the areas managed.  But the duties of a family office can be as expansive or as limited as the family needs.

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Family office - explore the visual story

complexities of family wealth
Family office models

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Brittney Saks
Personal Financial Services Leader
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