The Family Office

Keith M. Bloomfield, Russ Alan Prince, Hannah Shaw Grove, Richard J. Flynn

More people have more wealth than ever before fueling an interest in more personalized service and the need for more accessible financial products and strategies to address business succession, tax mitigation and risk management. More companies have begun to focus on the affluent as a key part of their business and growth plans. These factors have help raise awareness for things like wealth management, private banking, discretionary advice and family offices. This book is based on primary research with family offices and high-net-worth and ultra-high-net-worth individuals.