Family offices are created to help high net worth individuals or families manage their wealth. Each family office has various financial services it can offer a family, and there are two different types of family offices: single-family offices and multi-family offices. The flexibility of a family office allows the client to determine what success means to them.

Director Floyd Trouten III shared with Smart Business the primary benefits a family office can offer and what services can be customized to meet a family’s specific need.

At Barnes Wendling CPAs, our family office team has worked with a wide variety of high net worth families providing a customizable range of financial and tax planning services to deliver peace of mind and administrative freedom.

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