Family Office Services

Through investment management, charitable giving advice, budgeting, wealth transfer and tax planning, our family office will create a total financial strategy tailored to your goals. We work with our strategic partners to help ensure your family’s wealth plan and legacy are well-coordinated and optimized.

Family Office Services include:

  • Wealth Transfer Planning
  • Management of Business Interests
  • Estate Management
  • Management of Family Trusts
  • Philanthropic Guidance
  • Educating Family Members on Financial Matters
  • Tax Planning
  • Investment Management

FOR MORE INFORMATION ABOUT RIVER’S EDGE WEALTH PARTNERS SEND US A QUICK EMAIL OR CALL OUR OFFICE. WE WELCOME THE OPPORTUNITY TO SPEAK WITH YOU.

info@RiversEdgeWealth.com  |  (732) 978-4975

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