Family Office Wealth Management Consulting was established to provide the benefits of the family office concept to a broader range of investors and individuals who have accumulated wealth. It assists customers in coordinating all financial instruments and investments for family businesses. The firm offers a web-based financial planning and account aggregation platform. Family Office Wealth Management Consulting provides its services to accountants, attorneys, underwriters, real estate specialists and other independent consultants. The firm also offers reporting, bill paying services, income tax assistance and liaison banking.
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