Business, Legal & Accounting Glossary
A Family Office is a private wealth management advisory firm that offers a comprehensive collection of services to ultra-high-net-worth investors. All financial and investment activities can be handled by family offices, such as budgeting, charitable giving, estate planning, portfolio management, retirement planning, tax planning, and wealth transfer services. Family offices are able to provide a complete outsourced solution to their clients, which is what sets them apart from traditional wealth management firms.
To help you cite our definitions in your bibliography, here is the proper citation layout for the three major formatting styles, with all of the relevant information filled in.
Definitions for Family Office are sourced/syndicated and enhanced from:
This glossary post was last updated: 26th April, 2020 | 13 Views.