Family Office

SERVICES TAILORED FOR YOUR FAMILY

FAMILY OFFICE

Families who have amassed a certain level of wealth require a special level of care and attention. That is where the Family Office experience of 1900 Wealth comes into play.

Our team members have decades of experience working with the complex situations that can arise when family enterprises attain nine figures or more of assets. Wealth management can evolve to become lifestyle management. We understand that and have a deep bench of professionals who can accommodate the unique needs of your family office. We can build one from the ground up, or work in concert with the team you may already have in place.

SERVICES

  • – Legacy Planning and Management
  • – Lifestyle Management
  • – Investment Management
  • – Family Wealth Education

WE INVITE YOU TO LEARN MORE ABOUT OUR FAMILY OFFICE SERVICES.