Family offices
Tailored industry coverage
What are family offices?
A family office is a financial services practice that typically serves a high net worth family.
Services covered often include estate planning, tax planning, and philanthropic planning, in addition to investment advisory and financial planning services.
Related products
Package Family office coverage with the following products: Cyber and Management Liability.
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Last updated: Tue, 05/11/2021 - 16:24
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Last updated: Tue, 03/22/2022 - 15:04
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