Family offices are our private company customers, who serve high-net-worth investors. They are different from traditional investment firms in that they offer a total outsourced solution to managing the financial and investment side of an individual or family. There are two types of family office clients: single family offices and multi-family offices.
Providing assistance and services for wealthy families requires a well-coordinated, collaborative effort by a team of Permian professionals from business and tax disciplines to provide the scale of planning, advice, systems and resources needed. Most family offices combine asset management, cash management, risk management, financial planning and other services.