By facilitating intergenerational communication and decision-making, a family office can provide the flexibility necessary to preserve family wealth well into the future.
At BNY Mellon Wealth Management, our experts are prepared to answer your most pressing questions about family offices:
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A family office is more than a cost-effective solution to managing great wealth. When done properly, it provides customized services and support that fosters a shared experience of wealth stewardship.
In order to avoid audit and regulatory risks, a private family trust company needs to have a variety of important policies and procedures in place to ensure it complies with best practices and applicable laws.
Contact us today and we will connect you with an expert advisor who can tell you more about our Family Office Services.