Family Office Services Insights

Teaching young adult children about wealth can be a challenge. Although circumstances may vary, most families want to impart on their children a solid understanding of their wealth, creating opportunities for younger generations to continue growing the family’s resources.

It is critical for trustees to understand the legal standards governing them when they serve as a trustee. Cerity Partners advisor, Paul Chmielewski, discusses the standards that should be considered before appointing a trustee.

With great wealth comes great responsibility. Families with legacy wealth that want direct control over investment policy decisions often establish a family office to oversee, directly or indirectly, the financial affairs of the family.

Our dedicated Family Office team has assisted many families with their trustee and fiduciary needs. Susan Hartley-Moss shares two client experiences to help others avoid similar situations.