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Family Office

SERVICES TAILORED FOR YOUR FAMILY

FAMILY OFFICE

Families of significant means require more than traditional family guidance. They require discretion, coordination, and a highly personalized approach. That is where the expertise of 1900 Wealth can make a meaningful difference.

Our team brings direct experience from within family office environments, giving us a unique understanding of the complexities that arise when managing multi-generational wealth. Whether you are looking to build a family office from the ground up or enhance an existing structure, we offer a tailored approach aligned with your long-term vision.

OUR SERVICES INCLUDE:

  •  – Investment Policy Development
     – Comprehensive Budgeting and Financial Reporting
     – Assistance with Private Fund and Direct Investment Due Diligence
     – Coordination with Legal, Tax, and Accounting Teams
     – Family Wealth Education and Legacy Planning

WE INVITE YOU TO LEARN MORE ABOUT HOW 1900 WEALTH CAN SUPPORT YOUR FAMILY’S LEGACY

NOW AND FOR GENERATIONS TO COME