Objective 4: Provide impeccable quality cost-effectively
Family Office Services was established by ValMark Advisers, Inc., a national
Registered Investment Advisory firm that has been a pioneer in creating
multi-disciplinary planning teams since the 1960s. The company specializes
in working with the nation's leading Wealth Advisory Firms.
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. The combined talent and resources comprising Family Office Services
allow you to benefit from the highest level of expertise and services
available to families of wealth.
Services are offered individually so that you and your Advisors may select,
tailor and integrate those that are most appropriate. By sharing the costs
of these highly specialized resources, your Wealth Advisor can offer you
all of the advantages of a family office - without the significant expense
of establishing one.
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