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What good is wealth if you can't do anything with it... John D. Rockefeller |
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Don Wilkinson
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 email 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, Don
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How to Contact Us...
Family Office Consulting, LLC • Fashion Island 180 Newport Center Dr • Newport Beach, CA 92660 P: 800 288-7002 • F: 949 719-9770 E: info @famoffice.com Special Report Get our special complimentary report entitled: "Building Wealth with Separately Managed Accounts" by joining our mailing list to receive our quarterly Family Office newsletter:
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Providing Selective Support Services for Family Offices
