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How much money do I need to start a Family Office?
Specialized accounting software is essential for family offices due to the unique demands of managing complex, multi-generational wealth.
Learn how to digitize wealth management, leverage AI, secure generational legacies, and embrace advanced tools for real-time data consolidation.
Setting up a family office is a significant decision that depends on your family's financial situation, complexity of needs, and long-term goals. Here are some key considerations to help with the set up of a family office: