For the exceptionally wealthy, the single-family office is – for the most part – the preferred way for them to coordinate their financial and personal affairs. In general, the expertise provided by a single-family office is wealth management (investment management and wealth planning) and support services (administrative and lifestyle services, and special projects).
COVID’s Financial Toll Isn’t What You Think
By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …