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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:
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Tax, Fiduciary, and Compliance Needs
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Investment Management
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Risk Management
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Estate Planning
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Trust Administration
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Philanthropic Advisement
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Financial Education Programs for Family Members
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Family Governance
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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.
About FGM: About
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