Why High Net Worth Families Should Consider a Family Office

Does your family control assets over $10M? Have you realized you need to change the way you track and plan for that wealth? Are you concerned about your tax and estate plan? You might want to consider joining our “Family Office.” This very specialized service offers highly customized, year-round, long-term planning to manage and preserve your wealth through the generations. At CunninghamLegal, we coordinate closely with your other advisors and implement advanced tax strategies to preserve your assets. All our work leads up to an annual family summit, where insight and planning ensure synergy between all your advisors. Learn more in this webinar! Remember, signup for “Family Office” must be completed by the end of April each year. Also, read up on our Family Office Practice!

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