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Family Office Services

The family office provides services such as bill-paying, investment management, insurance, estate planning, trust administration, tax planning, accounting, cash flow, cash management, and philanthropic giving.  

Effective financial coordination and management is the ultimate work product of a successful family office. The greatest value of a family office is to coordinate all of the various professional disciplines necessary to manage the financial affairs of the family.

Here are some important items to consider:
  • Ask lots of questions
  • Reasons for a family to join a family office
  • Coordination and management
  • Development of family objectives
  • Key subjects to address in a family meeting

Effective financial coordination and management is the ultimate work product of a successful family office. To learn more, please click here

Mt. Pleasant, Texas Mt Pleasant Community Center

 
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