Coming Soon Thoughts on FiNServ As A Force For Good … Triple Bottom Line Community Impact
Coming Soon!
Coming Soon!
Coming Soon!
3501 Boardwalk, Atlantic City NJ 08401
Phone: 856 816 1299
Email: LHanna@conduitcommunitycapital.com
Family offices work with extremely wealthy families with a net worth in excess of $100 million. The individuals are known as ultra high net worth investors (UHNWI). The purpose of the family office is to manage, preserve & increase the family’s wealth for both current & future generations. A traditional family office not only manages a family’s investment. Additional services typically include charitable giving, lifestyle services as well as trust & estate planning