- Family offices provide holistic financial advice and services to wealthy individuals and families.
- Multi-family offices offer a range of services and allow clients to share expenses, reducing costs.
- Family offices can help families avoid controversy and disintegration by providing unbiased advice and structuring solutions.
- Insurance solutions can be utilized for wealth management, tax minimization, and legacy planning.
- Investment funds and strategies can be tailored to meet the unique needs and goals of clients.
- Client acquisition for family offices often comes through referrals from lawyers and accountants.
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This podcast is sponsored by Kahr Real Estate Services (https://www.kahrrealestate.com/), a leading provider of in-person and online financial training for the commercial real estate industry.
Sign up for our live Excel modeling training class here: https://www.kahrrealestate.com/product/excel-for-real-estate-analysis/
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