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The Family Officer Group

Our Approach

We can ensure:

High Touch Services with high average account sizes and low client to employee ratios

Willingness to take a long-term view toward client relationships

Multi-Generational Planning, typically involving the entire family to encompass their primary goal of passing wealth down to the next generations in a tax efficient manner

Independence and objective financial advice with no conflict of interest

Clearinghouse for financial, investment, tax and estate planning ideas

Advice from professional team with diverse backgrounds

Transparency on fees.

Work with The Family Officer Group today

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