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A family office is a private wealth management advisory firm that serves ultra-high-net-worth individuals and families. It provides comprehensive services, including investment management, financial planning, estate planning, and philanthropic strategies. Family offices offer personalized solutions to preserve and grow wealth across generations. They handle complex financial matters, such as tax optimization and succession planning. Services may extend to lifestyle management and concierge services. Family offices operate with discretion and focus on the unique needs and goals of each family. By centralizing financial management, they ensure long-term financial security and legacy preservation for affluent families.


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Last-modified: 2024-04-20 (土) 19:49:45 (15d)