What are Family Office Services and what do they do?
The common tasks that a family office may oversee include comprehensive oversight of family assets, daily management of property and other real asset holdings, preparing financial reports, and being responsible for implementation and ongoing management for each matter.
Other services may include oversight of philanthropic activities, foundations, and established gift trust accounts.
Each family has its own set of unique issues, and each family wants to delegate some or all of these matters.
Learn more about our family office services.