Succession Planning and Asset Protection.
Improved Asset Governance and Enhanced Confidentiality.
Separation of Ownership and Liability.
Watch the full video above for more insights.
Worried about losing control? Contact your dedicated financial advisor today to explore how structuring can secure your wealth.
When Should I Structure My Wealth?
Danielle Mciver, Chief Product Officer at The Family Office, explained how clients with assets of $5 million or more can benefit from structuring solutions, such as creating a company, trust, or foundation. Below are the key benefits:
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About The Family Office
Since 2004, The Family Office has been the wealth manager of choice for more than 500 ultra-high-net worth families and individuals, helping them preserve and grow their wealth through customized solutions in diversified alternatives and more. Schedule a call with our financial experts and learn more about our wealth management process.