“All family offices are structured to serve the people who established that office. But when a family office is now serving the next generation, or even the grandchildren of its founders, the systems may not be in place to most effectively serve their current needs—no matter how diligent and professional the employees. One long-time family office came to us with the goal of sharpening their administration and reporting processes.”
Our Advice
Interested in learning more about supporting a family office as a business owner? View our additional resources and get a free copy of John Waldron’s “The Entrepreneurial Journey” below.
John J. Waldron, CEO and Founder, highlights pre- and post-sale approaches to maximizing the sale of a business.
MoreMatthew Helfrich, Partner and President, relates how Waldron helps heirs grow into responsible stewards of their family’s wealth and legacy.
MoreRobert H. Wyche, Partner and Managing Director, shows how we help highly compensated corporate executives and other professionals to make the most of their compensation packages.
MoreMichael Krol, CFP®, CPA, Partner and Head of Wealth Advisory, explains how Waldron efficiently helps family offices provide expanded services for their clients.
MoreRobert H. Wyche, Partner and Managing Director, relates the story of a coordinated carryforward strategy.
MoreBenjamin Greenfeld, CFP®, Partner and Chief Investment Officer, illustrates the wisdom of an investment model based on needs and objectives.
MoreKevin Searfoss, CFP®, CDFA™, Senior Wealth Advisor, puts all the pieces together to show the strength of integrated services.
More