A business meeting

ABOUT
First Gen Millionaire
Virtual Family Office

It Takes a Village!

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:

  • 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.