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Investments glossary

Family Offices


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Quotes of the day:

Chains are chains even if made of gold, they just tie you.

— Patrick Mahony

Family offices are private wealth management advisory firms that serve ultra-high-net-worth (UHNW) investors. They are different from traditional wealth management shops in that they offer a total outsourced solution to managing the financial and investment side of an affluent individual or family. For example, many family offices offer budgeting, insurance, charitable giving, family-owned businesses, wealth transfer, and tax services.

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