April 2020

Managing Family Wealth: Key considerations when creating the right solution for your family

Substantial wealth is often accumulated over generations or through a liquidity event such as the sale of a business. Regardless of its origins, wealth must be managed thoughtfully—leaving families to find solutions that align their wealth with their values, family structure and unique long-term needs. Read this paper to understand the difference between a single-family office and a multi-family office, and learn about how a hybrid solution in which families can borrow qualities from each model could potentially be the path to preserving wealth for generations.

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