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Family Office

The term ‘family office level service’ is used so frequently today and by so many, it can be difficult to distinguish a firm that truly offers a family office level of service and one that doesn’t. Many advisors today try to emulate the service quality a family office has traditionally offered, yet this high quality of service consists of much more than just offering a bundled group of planning services.

So, what is family office quality service?

Historically, a family office has been dedicated to serving the family in financial, legacy, legal, estate, tax, and personal service matters as well as support the needs of your family business. What goals do your family members share? How can we help you engage your family members in creating and then passing on your family’s legacy?

The answers to these questions and others like them give us the information we need to make your wealth work for you and your family, not the other way around. Many investors who do not find it feasible to create their own family office still need many of the services a family office can provide. Traditional family office service symbolized the ultimate in both quality and personal attention. Those are the expectations we continually strive to uphold.

Advisory Roles Integrated Services Investment Management Non-Financial Services


 
 
 

Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

Securities offered through American Portfolios Financial Services, Inc. Member: FINRASIPC. Investment Advisory products/services are offered through American Portfolios Advisors, Inc., a SEC Registered Investment Advisor. Froehlich Financial Group, Ltd. and American Executive Benefits, Inc. are not affiliates of APA or APFS. Executive wealth management products/services are offered through Froehlich Financial Group, LTD. a registered investment advisor



This communication is strictly intended for individuals residing in the state(s) of CA, CO, CT, DE, FL, IL, MA, MD, MI, NC, NJ, NY, OK, PA, RI, SC, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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