We assist client families to develop multigenerational wealth strategies that include: - Creating a wealth development strategy for a family's “Total Wealth” (all joint assets) - Assisting the family with the design, implementation, and benchmarking of their Family Office - Supporting the family in developing an investment and family office governance system that allow the family to maintain control and oversight of their wealth and advisors https://lnkd.in/g7mxnzhs
