Comprehensive management and administration services for the financial and personal affairs of wealthy families, including investment management, tax and estate planning, philanthropy, and personalized services. Aimed at preserving and growing family wealth across generations while addressing individual family member needs and goals.
Main/
Family Office Services
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Code
PS0046
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Name
Family Office Services
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Version
1.0
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Category
Wealth & Investment
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Created
2025-03-14
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Modified
2025-04-02
Related Techniques
- Family offices often manage diverse assets and can be overseen by close associates or relatives acting as proxies.
- The reliance on inter-family or associate relationships can mask the real source of funds, especially if oversight is limited.