AS WEALTH GROWS, SO DOES THE COMPLEXITY OF MANAGING AND PRESERVING IT.
The term “family office” may conjure up an image of family members operating a business together.
To the ultra-high net worth (UHNW) family, the term family office has a much broader definition. A family office is an organization that assumes the day-to-day administration and management of a family or ultra-high net worth individual’s affairs. A family office provides a range of investing, planning and concierge services bespoke to ultra-high net worth individuals.
Most often, UHNW individuals choose to join a family office to invest assets generated by a significant liquidity event, such as the sale of a family business or inheritance.
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If your time is consumed by the duties required to manage your personal wealth, leaving less time for your life experiences – like travel, spending time with your family, sports, philanthropy, or your next business venture—
a qualified family office can be transformative.
Your family office should be driven by primary goals:
Align your family’s interests
Build a sophisticated and robust investment plan to preserve and grow your assets
Enhance communication and cooperation among your loved ones