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Family Office Services
Our family office services are an extension of our investment management and fiduciary services. Assistance provided under our family office service includes:
- Assisting in the review and purchase of real estate
- Handling payroll for household employees
- Payment of recurring and non-recurring bills
- Management of multiple residences
- Arranging for travel and accommodations
- Aggregating a family’s diverse financial information for analysis and review
- Arranging annual family meetings
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