Financial Planning, Forbes, In the News

What Is A Family Office And Do I Need One?

Posted On October 28, 2019 By Clarfeld

A family office denotes an in-depth, holistic approach that provides clients with services that addresses many aspects of their daily financial life from high-level financial planning, investment management and family governance issues on down to more mundane services such as bill paying, staff payroll and concierge services.


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