In 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