Financial Services - , ,
You, the family members are the owners, board of directors and shareholders of the family. As your Family CEO, we are your highest-ranking officer, the chief of your team of professionals that supports and serves your family's day to day administrative matters.Affluent families are impacted by banking, investment management, insurance, estate planning, death, divorce, elderly care issues, philanthropic causes, education of the next generation, transition of wealth, accounting and legal concerns. Handling these various matters on their own can be a daunting task.What if you had an independent and impartial professional, working directly for your family to coordinate your financial lives? What if you could delegate the daily administrative tasks and add another layer of risk management to your existing family advisers? Now you can with The Family CEO.
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