ABOUT
First Gen Millionaire
Virtual Family Office

Our family office aids families in managing the numerous risks that accompany building affluence. In addition to offering a potentially wide array of services, such as:

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• Tax, Fiduciary, and Compliance Needs

• Investment Management

• Risk Management

• Estate Planning 

• Trust Administration

• Philanthropic Advisement

• Financial Education Programs for Family Members

• Family Governance

• Wealth-Transfer Planning,

 

our family office has a higher purpose to bridge generations in order to create continuity and cohesion for families around their wealth.