Top Ten Family Office Services

  1. Portfolio management
  2. Record keeping and reporting
  3. Estate and wealth transfer
  4. Comprehensive financial planning
  5. Tax and compliance work
  6. Risk management
  7. Trust company services
  8. Lifestyle enhancement
  9. Family meetings and education
  10. Strategic philanthropy and administration

(copyright 2007, by Family Wealth Alliance, LLC)

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck