FD supports families whose financial lives span entities, investments, trusts and multiple generations. Our work reflects a deep understanding of the family office environment, informed by years of helping families guide decisions and manage long-term responsibilities.
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FD developed The Family Office Source as a guide to the operation and oversight of a family office. Grounded in the Bloomberg Tax Family Offices Portfolio and shaped by decades of experience with family offices, it addresses key tax and business considerations across entity structuring, governance, estate planning, investments and philanthropy.
To learn more about how FD supports family offices’ full range of financial and operational needs, visit our family office services page.