Foley Lardner: Introduction to Family Offices (July 23, 2020)

Foley Lardner has published a succinct primer on Family Offices. It begins as follows:

What is a Family Office?

  • Family OfficesA “Family Office” is a wealth management entity created to provide investment and wealth management services tailored to the specific needs of a high net worth (HNW) individual or family
  • A Family Office can take on many forms tailored to the unique needs, circumstances, history, and preferences of the family it serves
  • A Family Office can help preserve a family’s legacy and wealth from generation to generation

To download full article, click: https://www.foley.com/-/media/files/industries/introduction-to-family-offices-final.pdf

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal..

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