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FGA Services for Family Offices

Published: Tuesday, August 19, 2025

The main purpose of a family office is the protection, growth and management of the family patrimony.

A family office is generally a private capital management firm that offers a range of personalized services that go beyond investment management or financial planning. It differs from a typical financial advisory relationship in its breadth as it often provides a range of concierge services that greatly eclipse any single stand-alone service required by wealthy families. Family offices provide a wide range of services, including financial planning, bespoke or direct investment opportunities, investment management, consolidated reporting on both managed and outside investments, budgeting, insurance, reporting on both managed and outside investments, budgeting, insurance, philanthropy and charitable giving, estate planning, tax services, bill paying and cashiering and engagement with the next generation.


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Ruben Flores
FGA Attorneys & Advisors
Country:
Texas, USA
Practice Area:
Corporate
Website:
www.floresattorneys.com
Phone Number:
(210) 340-3800
Email:
Fax:
(210) 340-5200
FGA Attorneys & Advisors is dedicated to providing comprehensive corporate, tax, and immigration services to individuals and companies doing business in the U.S. and Mexico. Our firm is able to meet the diverse legal and tax needs of local, national, and international clients because we have an experienced team of attorneys and advisors with extensive experience in corporate, tax law, and cross border transactions. We are an international oriented firm with multilingual capabilites including English, Spanish, and Italian.
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