Determining if a Family Office is Right for You

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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