FAMILY FIRST. OFFICE SECOND.

Owners

Goods & Services

Customized learning and education for family offices, namely providing courses, non-downloadable webinars and seminars in the field of business risk management, business succession planning, estate and retirement planning

Consultancy and advisory related to family office services, namely consultancy and advisory in the fields of business succession planning, exit strategies, and corporate governance structure as it relates to the family or family members; Family office assessment and road-mapping, namely assessment and consulting on family office services, needs, and potential requirements, to transition family wealth to a future generation or generations, namely consulting on and coordinating of professional services for family offices, namely, tax planning provided by tax advisors; Family office assessment and road-mapping, namely business risk assessment, evaluations in business matters, business strategic development and planning; Practice management for family offices and wealth advisory teams, namely family office administration

Advisory services relating to financial planning; Consultancy related to family office strategy, design and implementation, namely consultancy in the fields of wealth and financial strategies, namely, wealth transfer planning, wealth management, and financial investment strategies; Family office assessment and road-mapping, namely assessment and consulting on family office services, needs, and potential requirements, to transition family wealth to a future generation or generations, namely, consulting on and coordinating of professional services for family offices, namely family office investment management provided by wealth managers and insurance agency services;

Family facilitation services, namely conflict resolution services, consulting in the field of improving communication in interpersonal relationships; Family office assessment and road-mapping, namely assessment and consulting on family office services, needs, and potential requirements, to transition family wealth to a future generation or generations, namely consulting on and coordinating of professional services for family offices, namely legal services provided by legal consultants.