Pieniądze mówią, bogactwo szepcze o family office i nie tylko. Czym jest family office? Source insurance needs personal health insurance, business liability insurance. Preparation of personal financial statements. Coordination with tax accountant for preparing tax returns. Personal expense payments and reports. Creation and monitoring of financial plan.

Family Office Best Practices Checklist. Family Office Association Resource Council. Family Office Association Charter Advisory Board. The Premier Global Membership Organization. Growing Wealth, Strengthening Legacy and Uniting Generations.

Top 10 Concerns Among Single Family Offices. Preserving their wealth as well as family history, culture and values. Sustaining tax efficient distributions to family principals while growing capital. Sourcing globally opportunistic investments including public and non-publicly traded equities as well as real estate and other non-correlated assets. Teaching the younger generation to multiply the family legacy. Investment risk management and due diligence.