The Family Factor: Why Family Offices Manage More Than Finances

Preserving assets for future generations while meeting the present needs of your extended family can be overwhelming. That’s where a family office comes in. 

Author
Chelsea Smith
Senior National Director—Family Office Services

The views expressed herein do not constitute, and should not be considered to be, legal or tax advice. The tax rules are complicated, and their impact on a particular individual may differ depending on the individual’s specific circumstances. Please consult with your legal or tax advisor regarding your specific situation.

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