Family offices

Our approach

Our team specializes in wealth structuring, succession planning, and philanthropy startegies to preserve and grow your family's legacy. Forvis Mazars understands the unique challenges and opportunities faced by family offices and provides tailored solutions that align with your family's values and aspirations.

How we can help

Forvis Mazars is your dedicated partner in securing the future of your family's wealth through our specialized Family Offices services. With a deep understanding of the intricacies involved in managing family wealth, Forvis Mazars ensures a holistic approach that addresses both financial and non-financial aspects to safeguard and enhance your family's legacy.

Our seasoned team excels in wealth structuring, working closely with you to create a tailored framework that aligns with your family's unique goals, values and aspirations. We guide you through the complexities of succession planning, helping to establish a seamless transition of wealth across generations.

Our family offices services include:

• Wealth structuring
• Investment policy
• Succession planning
• Philanthropy strategy

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