What is family office?
A family office is an organization a wealthy family sets up by hiring a wide range of professionals across multiple disciplines – taxes, estate planning, accounting, bookkeeping, investing, etc. – to work for them and [...]
A family office is an organization a wealthy family sets up by hiring a wide range of professionals across multiple disciplines – taxes, estate planning, accounting, bookkeeping, investing, etc. – to work for them and [...]
The difference is independence. Family offices ideally are not affiliated with any bank, financial institution or asset manager. The advice they provide is strictly objective and without the conflict of a sales mandate or a [...]
Discretionary management typically means that your advisor is authorized to act on your behalf regarding the execution of your wealth management mandate. Your advisor has the authority to make decisions regarding your investments, financial planning and wealth [...]
There is no need for you to change banks. As your advocate, we work with each of your service providers to be sure they are working toward your best interests. Through consolidated reporting, we review [...]
There is no need for you to leave your current financial service providers. Our mission is to enhance and optimize your wealth management by helping you to build your wealth enterprise. We understand that, at [...]