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When Do You Form a Family Office?

‐ May 18, 2015 11:35am

Recognize what factors go into the decision for forming a family office. We will
have a discussion and provide examples of tools that may help you to:
• Lead a discussion with a family regarding the topic of forming a family office
• Be more conversant on a family office and the formation of a family office
• Understand what a family office does and some of the specific items
that make up a family office
• Understand the different people needed for the formation of a family office


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