Family Offices were once reserved for the ultra-wealthy (250MM+ Net Worth) Mutli-Family Offices now provide family office level service with access to private investments and institutional wealth management, at a fraction of cost and staffing requirements. In fact, if you have a liquid net worth of 5MM or more, you should consider a Family Office for your wealth and planning needs. But how to choose which family office is right for you? How do they compare to your current advisors?
Download GovCon Wealth’s White Paper to learn:
- When is a Family Office right for you?
- RIAs (Fiduciary) vs Brokers (Non-Fiduciary)
- Access to Private Investments & Due Diligence
- Tax Advantaged Charitable Giving & Microfinance
- Use of Hedgefunds & Advanced Risk Controls
- And more….