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Objective 1:
Understand the needs of wealthy familiesObjective 2:
Help wealthy families preserve wealthObjective 3:
Empower a planning team with resources to go beyond the traditionalObjective 4:
Provide impeccable quality cost-effectivelyObjective 5:
Integrate any of more than 200 planning instruments into your planObjective 6:
Overcome frustrations expressed by wealthy familiesObjective 7:
Achieve benefits not available elsewhere
 

The distinctions offered by Family Office Services are grounded in the establishment of value and results for our clients: impeccable quality achieved cost effectively.


Objective 4:
Provide impeccable quality cost-effectively

Family Office Services was formed by an elite group of these firms as a resource for delivering highly specialized services to America's wealthiest families.

Services are offered individually so that you and your Advisers may select, tailor and integrate those that are most appropriate. By sharing the costs of these highly specialized resources, your Wealth Adviser can offer you all of the advantages of a family office - without the significant expense of establishing one.

U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.