Family Office Services

Family Office ServicesIn addition to our Personal Business Management Services, Geltrude Family Office Services professionals work with you to develop and implement a strategic plan targeted to the needs of the multi-generational group.

Although we are not money managers, we will assist in financial asset oversight and multi-generational wealth transfers and wealth preservation techniques.

Some of our Family Office Services include:

  • Administration of family foundations and family member involvement in philanthropy
  • Family governance advisory services
  • Family banking services
  • Trust accounting
  • Estate administration
  • Family meeting
  • Coordination of family legal service
  • Lifestyle services

Comments are closed.