Just sold the family business? Preparing for a trusted confidant to retire? It may be time to consider a family office. Our own Bill Walker explores what family offices are – and what questions families need to ask before deciding to establish one. This article in MiBiz https://mibiz.com/item/23998-is-it-time-for-a-family-office outlines the top 10 considerations that families need to keep in mind when deciding whether or not establishing a family office makes sense for them.
As the article notes: “Legacy Trust is one of a small handful of West Michigan-grown wealth management providers with deep expertise in family office who can offer all these things. Our organizational structure allows for a company of our size to remove any advantages of ‘bigness’ by bringing best-in-class services and the flexibility to design and staff service programs that meet the needs of each family.”
If you know a family who is considering its next steps, feel free to pass this along – and point them in our direction.