Category ARTICLE

ARTICLE, Design

The Importance of a Family Office

For high-net-worth families, there is a lot of organization required for themanagement of their assets. This includes insurance planning, tax strategies,investment planning, estate planning, charitable gifting, etc. A family office is aprivate company that handles wealth, investments, and management for…

neladuke
July 22, 2024

ARTICLE

Estate Planning Strategies for High-Net-Worth Families & The Importance of a Family Office

PART 1 Estate planning is the process of organizing the management and distribution ofassets during an individual’s lifetime and after their death. Such planning includesidentifying assets, naming beneficiaries, creating legal documents, etc. For high-net-worth families, estate planning is crucial for…

neladuke
June 20, 2024