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An Expert Resource for
Wealth Management Firms and Family Offices

"What good is wealth if you can't do anything with it..." John D. Rockefeller

white paper

An extensive white paper has been prepared to share relevant facts and decision making advice on setting up a multi-family office. If you wish a copy of this 29-page comprehensive report, emailed to you-- order now:

 

Includes our complementary newsletter you also will receive on a regular basis

 

How to Contact UsFashion Island

Family Office Consulting • Fashion Island

180 Newport Center Dr • Suite 255 • Newport Beach, CA 92660

P: 800 288-7002 • F: 949 719-9770
E: don@famoffice.com • W: www.famoffice.com

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Family Offices provide extraordinary services of protecting and prolonging the assets of the very wealthy. However, they do have some very real needs in order to continue as a successful enterprise.

After 30 years in the financial services industry, I have established some outstanding relationships with some of the best resource suppliers our industry has to offer.

We offer these resources to you in the areas of personnel management, and asset management platforms. In addition, we utilize outside services of concierge firms.

We would be happy to respond to you by phone or e-mail if you desire more details on our services.

For a more comprehensive discussion with your family office needs, we are only a short drive to Newport Beach at our Fashion Island location.

Sincerely,

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