Family Office Services Overview

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With Urish Popeck’s family office services, we can provide you with cost-effective ways to coordinate complex financial structures for your family. We are able to offer many services through our professionals’ experience:

  • Family Governance and Education
  • Trust and Estate Planning
  • Business Succession Planning
  • Insurance Review and Administration
  • Concierge Services
  • Private Banking
  • Performance Investment Measurement and Reporting
  • Tax planning and Compliance
  • Personal Financial Reports
  • Family Philanthropy
  • Risk Management and Oversight of Downside Risks
  • Technology

Contact one of our Family Office professionals for more information.

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Related Service: Wealth Management