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Family Offices

Discover the unique benefits and key roles of family offices in estate planning, helping families manage assets, succession, and legacy efficiently.

How do family offices enhance multi-generational wealth management in estate planning?

Family offices play a critical role in estate planning, particularly for families with complex, multi-generational wealth. They provide centralized management of family assets, financial planning, and strategic advising, which can include setting up trusts and foundations. By doing so, family offices can help ensure a seamless transfer of wealth across generations, maintaining family values and priorities. They may also coordinate tax planning and legal compliance, making them invaluable in preserving family legacies over the long term.