Archive Tag: Family office services

Managing Your Wealth as a Sports Star in Atlanta: A Guide to Financial Success

Recognizing the Need for Professional Financial Management As a professional athlete who has recently signed a multi-million dollar deal with a sports team, you may be considering your next big purchase. But be aware! Many sports stars play out their careers and end up with bank accounts that do not reflect the salaries that they […]

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The Entrepreneur’s Path: Navigating Business Growth with a Family Office

As entrepreneurs, our journey is often marked by a relentless focus on growing our businesses. This singular dedication, while a cornerstone of success, can also lead us to overlook an equally crucial aspect of our wealth journey: effective management of our personal finances and day-to-day cash flow. The complexity multiplies as our businesses expand or […]

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The Role of CPAs in Family Offices: Understanding the Expertise and Value Certified Public Accountants Bring to Family Office Services

Family offices typically favor conservative investments. They aim to balance capital preservation with wealth growth. Yet, recent trends show a shift towards riskier investments for better returns. RBC’s  report reveals 77% of family offices view investment risk as their top concern for the next 3-5 years. To manage this, most are turning to third-party experts […]

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