The family office is something that has been discussed in the advisor world for as long as I can recall. It has gained a heightened awareness over the last decade. What exactly is a family office?
Simply put, the family office is a business model that financial services firms have touted to the ultra-high-net-worth as a one-stop place for all of their financial needs. This idea would allow for a financial professional to handle everything from investments to bill paying and property management.
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