January 16, 2012
An Expert Resource |
|---|
| January 16, 2012 |
An Expert Resource |
|---|
It's All About the Family |
|
|
Our Goal: Provide the Best Resources Available for Family Offices The beginning... It all started with John D. Rockefeller in 1882 when he decided he wanted his family assets professionally managed. Today, over 100 years later the concept of a Family Office (FO) and Multi Family Office (MFO's) is a developing growth segment within the wealth management industry. Our company provides personal consulting services. Our focus is on operations and future business building of family offices and lending assistance to wealth management firms who wish to set up a family office.. With the burgeoning number of family businesses being established monthly and assets under management growing nicely, the need for outsourcing opportunities becomes an issue for family offices firms feeling the pinch of unbridled success. We have conducted all the necessary preliminary due diligence. One area we have found success is possibly one of your biggest challenges: Recruiting, developing and retaining professional and administrative personnel. We understand how difficult it is to hire and keep good people. That's why a portion of our services is linking firms with outside placement companies for our firms. Since the philanthropic area is one of the fastest growing aspect of the Wealth Management business, we represent a 5-star firm in the CRT Income & Reminder Liquidation Service--an unique approach to create liquidity for end clients. We also have access to a turnkey plan design company in estate planning for $10 million and above clients. Asset management is the driving force behind profitability and growth of firms. Our heavily due diligence firms are all national with stellar track records and financial strength. Both tactical and strategic managers are available on the same platform. Many offices are reducing their portfolio allocations in the stock market and seeking niche alternative investment sponsors. We represent two national successful sponsors that fill this need. Major national family offices, endowments and high net worth individuals have invested sizable capital in these firms. Clients are becoming more sophisticated and particular about their personal needs in the direct association with family office firms. We will provide outside high quality concierge service firms that will meet special clients needs for your company.This means helping wealthy families deal with "soft" issues even touch on personal development. It's reported that the availability of these services will greatly influence the clients on their final family office/wealth management selection. We are pleased you came to visit our web site and have the interest to learn more about our firm. Feel free to look around and if there's any additional information you require more about our services, call us at 800 288-7002.
Sign up to receive our colorful comphrensive complementary "The Office"newsletter covering the latest news and views on Family Offices. This easy read two-page newsletter comes to you regularly via your email address. Order now:
Family Office consultants (FOC) is a Registered Investment Advisor with the State of California. The Firm does not provide legal, tax or investment advice. The firm provides support services to Family Offices and high end Wealth Management Firms. These services are provided by outside/Non-affiliated firms of FOC. FOC also provides individual consulting to new and established Family Offices in the area of executive recruiting, asset management, charitable administration services and concierge services. You may ask not to receive future emails by sending back to us the email above, mark unsubscribe in the message.
|
