Matthew Peters and Cody Shultz (Guidepost Solutions LLC): Why Family Offices Turn to Embedded Security Managers for Security, Safety, and Peace of Mind (December 13, 2022)

Matthew Peters and Cody Shultz, of Guidepost Solutions LLC, have made available for download their article, “Why Family Offices Turn to Embedded Security Managers for Security, Safety, and Peace of Mind,” published in JDSUPRA. The abstract is as follows:

A recent Forbes article details the significant growth of family offices worldwide, particularly in North America. While not as large as titans like Walton Enterprises LLC or Bezos Expeditions, these new single and multi-family offices are finding value in consolidating tasks for high net-worth individuals. The Financial Times explains, “families that create their own office often do so, initially, to invest their assets outside their ownership of the family business. There are other important needs that a family office can meet, such as helping members file tax returns, financial and inheritance planning, supporting the family’s philanthropic and community activities, and organizing family meetings, family education and family communication.”

Click here to view Mathew Peters and Cody Shultz’s summary of “Why Family Offices Turn to Embedded Security Managers for Security, Safety, and Peace of Mind”

Posted by Melissa Zheng, Associate Editor, Wealth Strategies Journal.