The Multi-Family Office Concept

Greater affluence brings
increased complexity to
financial affairs.

The decisions involved in managing wealth have far-reaching implications – implications that extend across generations. The demands of managing wealth can be extremely time-consuming – at a point in life when you may wish to focus on other priorities such as family and philanthropy. The processes of managing wealth involve an array of advisors and consultants that require coordination and oversight – when you are seeking simplicity.

Multi-family office services focus on each family’s unique needs.

At The Lipson Group, services begin with financial organization and planning and progress to satisfy an array of personalized needs and issues. In-depth understanding of each client’s goals and objectives; organization of all relevant data; and the integration of tax, estate, cash-flow, investment and other planning considerations, are just some of the factors that help The Lipson Group prepare detailed guides that enhance clients’ financial decision-making.

The Lipson Group manages financial complexity on your behalf.

The Lipson Group works on behalf of the families it serves, providing independent guidance that sustains wealth across generations. The Lipson Group does not receive fees from third parties. It does not sell products. It is not biased toward proprietary or revenue-sharing agreements. Its sole interest is the long-term benefit of its clients.