They’re no longer just for the superrich; A new wave of family offices that cater to clients’ every imaginable financial need are courting the merely wealthy; Here’s what they offer.
You don’t have to be a Rockefeller to join a family office.
Family offices are private firms that manage just about everything for the wealthiest families: tax planning, investment management, estate planning, philanthropy, art and wine collections – even the family vacation compound.
Now many family offices are courting the merely rich.