Family Office Services
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