Managing wealth and sustaining the family


By 'family office', we mean any kind of separate entity whose purpose is to house or manage a family’s assets for investment purposes. Maybe your family recently sold its business and put the sale proceeds into a family-controlled investment entity. Maybe your family has operating companies but uses co-owned pools of assets to invest together or make purchases in common. Or maybe your family members invest their own money separately, but they use a family office-type setting to convene discussions about family or financial issues common to the whole group.

In any of those cases, we are able to address the same governance and succession issues as arise with an operating company.

Want to know how a family office can help to manage wealth and sustain your family? Click here to download this helpful whitepaper written by Amelia Renkert-Thomas for The Family Office Association


or call us on +1 513 205 8946