Financial Planning, Forbes, In the News

What Is A Family Office And Do I Need One?

Posted On October 28, 2019 By Clarfeld

A family office denotes an in-depth, holistic approach that provides clients with services that addresses many aspects of their daily financial life from high-level financial planning, investment management and family governance issues on down to more mundane services such as bill paying, staff payroll and concierge services.

Source: https://www.forbes.com/sites/robclarfeld/2019/10/28/what-is-a-family-office-and-do-i-need-one/#79586fe45da1

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