| The Family Office Model |
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The complexities increase significantly for those who cross the threshold from affluent to high net worth to ultra-high net worth. Many families of significant wealth find that, in the midst of running their businesses and pursuing family-related and philanthropic endeavors, life becomes increasingly complex. Once wealth begins to fracture across several generations, unwise spending habits, mismanaged investing, severe tax losses and reduced buying power compound the degenerative effects on the value of the portfolio. With appropriate guidance, we can combat multi-generational fragmentation to perpetuate your wealth for many generations to come. Designed to simplify the lives of ultra-high net worth clients, Friesen | Rebec & Associates’s multi family office approach provides our clients with access to integrated multi-disciplinary services in a coordinated manner. Friesen | Rebec & Associates coordinates with other professionals, including estate lawyers, tax accountants and other strategic advisors, to design, implement and manage a comprehensive integrated financial strategy that ensures our clients’ affairs are managed in a seamless proactive manner. Each family is unique, and Friesen | Rebec & Associates works with each individual client to provide a superior and professional level of customized service and confidentiality. Our comprehensive range of multi family office services and holistic approach to wealth management helps our clients achieve a greater sense of balance in their daily lives. It provides our clients with peace of mind knowing that their affairs are being managed in a proactive, professional and coordinated manner. Benefits include but are not limited to:
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