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A Family Office for Your Investment Needs

Family office investment is a multi-disciplinary field. Managing the complete portfolio of an affluent client warrants a team of professionals from legal, insurance, investment, business, tax planning, etc.

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A Family Office for Your Investment Needs

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  1. A Family Office for Your Investment Needs There is a new area for investment of funds these days. It is a family office. Let us try to understand what a family office is. What is a family office? A family office is a private wealth management advisory firm that caters to the investment needs of ultra high net worth investors. They differ from traditional wealth management service as the management of finances and investments for an affluent individual or family is highly complex and outsourced to a team of specialists. There are basically two types of family offices: Single Family Office (SFO) They cater to the needs of a single affluent family. Multi-Family Office (MFO) They work more on the lines of a traditional wealth management establishment. They take care of investment needs of multiple clients. Nowadays there is a trend in family office solutions. A family office solution is basically a complete financial solution package offered to affluent clients. These could be families or individuals. There are family offices who advise their clients regarding various aspects of investments, tax planning, etc. Family office investment is a multi-disciplinary field. Managing the complete portfolio of an affluent client warrants a team of professionals from legal, insurance, investment, business, tax planning, etc. This family office investment is beneficial to clients because it helps in easing their financial burden.

  2. Some aspects of family office solutions are: Personal Accounting, administration, and reporting  Charitable gift planning  Estate  Trust  Tax Planning  Wealth and Investment management  Real estate holdings There are many other such factors that are taken care of by the company offering family office solutions. To cater to your financial needs, you can seek the services of Greg Silberman. He is a renowned financial consultant located in Atlanta Georgia. He specializes in alternative investments. He caters to a wide variety of clients. For More Details, Visit - http://www.gregsilberman.com

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