What is a family office, and how can you have one even if you’re not super-rich?

A family office:

  • Supports the financial and lifestyle needs of the family
  • Is a truly, holistic, solution-driven approach
  • creates the ability to work with top professionals

Wealth management professionals scour over and help with:

  • Wealth Management
  • Investment Management
  • Estate Planning
  • Asset Protection
  • Tax Mitigation
  • Charitable Giving
  • Mergers and Acquisition

Family and Personal Support:

  • Families don’t want to deal with paying bills. So, they hire someone to do them.
  • The wealthier you get the higher the taxes, so often times people pay others to manage tax mitigation.
  • Sometimes, you need protection from others if you’re successful or famous.
  • With many advances in medicine, concierge medicine is a way many wealthy families are going to get good healthcare.
  • The more wealthier you are, the more you want to enjoy yourself. Lifestyle concierge is a good way to do this.

Once exclusive, family office services are now available to people IF you know how to access them.

Want to ensure you don’t have any gaps or missed opportunities in your wealth planning? Click here to “Stress-Test” your current plan FREE.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Gold Family Wealth, LLC), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Gold Family Wealth, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Gold Family Wealth, LLC is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of the Gold Family Wealth, LLC’s current written disclosure statement discussing our advisory services and fees is available upon request. If you are an Gold Family Wealth, LLC client, please remember to contact Gold Family Wealth, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services.

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