Family Office

What is a Family Office?

Understanding Family Office

A Family Office is a private advisory firm that serves ultra-high-net-worth individuals and their families in a comprehensive way. Unlike other wealth management firms, family offices have been widely recognized for offering orchestrated personalized service to meet the unique needs and goals of affluent families, integrating financial, legal, and personal services under one roof.

Why Establish a Family Office?

Comprehensive Wealth Management

Family offices provide a holistic approach to managing all aspects of a family’s wealth, offering service and personalization beyond traditional wealth management firms.

Privacy and Control

Families maintain control over their financial affairs with a dedicated team that understands their unique needs and goals, ensuring privacy and confidentiality.

Legacy Planning

A family office ensures that wealth is preserved and transferred according to the family’s wishes, safeguarding the family’s legacy for future generations.

Why ACWM in Family Office Management?

ACWM empowers professionals to excel in family office management. ACWM offers rigorous training in the operation of a family office, including wealth management, estate planning, family governance, and philanthropy. By joining ACWM, you will have the best resources in hand, as well as acquire executive-level understanding and networking experience with professionals devoted to the highest standards of excellence in wealth management.