Family Office Guide

Building Your Family’s Wealth with a Family Office Partner

How Stableford Partners With You to Align Interests, Protect Your Wealth, and Reach Your Financial Goals

Why Start a Family Office?
What if one person or investment firm could handle all of your family’s finances and assets?

After a lifetime of accumulating wealth, high-networth families are confronted with several obstacles when trying to maximize their legacy, including confiscatory estate taxes, complex estate laws, and complicated family or business issues.

A family office simply manages the not-so-simple assets of an individual and/or his or her family. It is a comprehensive wealth transfer plan that takes into account all facets of your family’s wealth including the transfer or management of business interests, the disposition of the estate, management of family trusts, philanthropic desires and continuity of family governance. Stableford works collaboratively with your team of advisors from each of the necessary disciplines to ensure your family’s wealth transfer plan is well-coordinated and optimized for your legacy desires.

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