What is a Family Office Definition

Please check back here soon for our explanation of what is a family office, which will include a definition, with a video which provides some additional insights on recent family office trends.  In the meantime, please refer to this short definition: A family office is 360 degree financial and wealth management firm and personal CFO for the ultra-affluent, often providing investment, charitable giving, budgeting, insurance, taxation, and multi-generational guidance to an individual or family.  The most direct way of understanding the purpose of a family office is to think of a very robust and comprehensive wealth management solution which looks at every financial aspect of an ultra-wealthy person’s or family’s life.

If you have not already please check out our free family office book, family office database, or other resources.

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