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When is a Single-Family Office Beneficial?

Ultra-high-net-worth (UHNW) families typically consider establishing their own Single-Family Office (SFO) when they have total investable assets of $100 million or more. Consideration for an SFO is most often driven by a significant liquidity event such as the sale of a family business.

It may be as simple as having a dedicated wealth professional who acts as the intermediary with all of the family’s other service providers, or as complex as employing a team of dedicated professionals for all of the family’s wealth management needs including accountants, lawyers, investment managers, legacy planners, philanthropic experts, etc..

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Generational Wealth: What it Is & How to Build It

Building wealth as a family can be a rewarding and empowering journey that sets the foundation for a secure financial future. By working together to prioritize your goals, having a suitable investment plan, and staying on top of your investments, you can build a strong financial foundation that benefits both current and future generations.

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Take Control of Your Personal Finances

take control of your finances, personal finance

Taking control of your personal finances is a crucial step towards financial freedom and security. In today’s fast-paced world, it is more important than ever to clearly understand your financial situation and make informed decisions regarding managing your money.

Managing your personal finances can seem daunting, but the right tools and strategies can make it much easier. When you take control of your personal finances, you can effectively budget, save for the future, and make smart investments that align with your goals.

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