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Family Office
A private wealth management firm that serves ultra-high-net-worth individuals or families, managing investments, taxes, estate planning, and other financial affairs.
What is Family Office?
A private wealth management firm that serves ultra-high-net-worth individuals or families, managing investments, taxes, estate planning, and other financial affairs.
About this page. Written by Associate Professor Charles Lo, CPA, PhD. Checked against reliable sources before publication. No ads and no paywall. Editorial standards · How we fact check · Corrections log · Report an error
Educational information only. Nothing on this page is personal financial, tax or legal advice. Investing involves risk, including the possible loss of principal.
