Family Office

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Definition:

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.