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The life cycle of a family office: importance of a multi-generation mindset
The International Family Offices Journal
Vol. 1 - Iss. 3 pp. 15–19
Mar 2017
A successful family office works at the intersection of wealth and family. It focuses not only on achieving targeted financial results for its clients, but also on helping them understand how to use their wealth as a source of both individual strength and family connectedness. The ultimate goal is to empower family members to be responsible stewards of their wealth and heritage.