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i3 Insights: After the Documents are Executed: The Hows and Whys of Creating a Family Office

The foundation of a single family office is a family’s desire to have access to information through multiple channels, they want an infrastructure that enables them to manage assets, philanthropic endeavors and administer the family’s lifestyle, and they want investment counsel and opportunities for both private assets and financial assets.
i3 Family Office and Family CFO Services
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