FAMILY OFFICE SERVICES

Tamalpais has the expertise to help wealthy families cultivate processes and manage systems to reduce the complexity of their financial life and allow the flexibility to pursue their lifetime goals. 

 

As families and wealth grow, it is important to set up a structure to navigate the opportunities that come with a complex family legacy. How do you handle, for example, a transition in the leadership of a family business, or more generally, fairness to family members?