June 16, 2021
Top concerns of multi-family office clients
From gifting, philanthropy or legacy concerns, to considerations surrounding discussing their family’s wealth with their children, or the unique issues that family enterprises present, Marvin J. Schmidt provides an overview of some of the top concerns and challenges of multi-family office clients.
When asked, multi-family office clients often express their top concerns in exclusively financial terms – initially at least. As we discuss further and delve deeper, we often find that the top concerns of clients are found rather at the intersection of their family and their finances.