Mythbusters
Myth: The family office is just the investment portfolio.
A family office or private foundation claim examined in plain English.
Modern family offices may coordinate investments alongside tax, estate, governance, philanthropy, cyber, reporting and administration.
The claim
The family office is just the investment portfolio.
The reality
Modern family offices may coordinate investments alongside tax, estate, governance, philanthropy, cyber, reporting and administration.
Sources and research trail
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