Ultra-High-Net-Worth (UHNW) families, whose wealth spans generations, have many demands beyond investment advice. In addition to comprehensive wealth management, these families require consolidated financial reporting, tax planning, risk management, asset protection, multi-generational education, philanthropic guidance, and other services. Because each family’s situation is unique, our UHNW clients often ask, “Should we form our own Single-Family Office to address our family’s specific objectives?”
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