11: Affinity Groups: Resources for Wealthy Families

Clients often ask us if we can recommend resources for wealthy families concerned about establishing family offices, investment strategies, philanthropy and similar issues. While there are innumerable organizations offering assistance in very specific areas – intergenerational issues or family communications, for example – the purpose of this white paper is to identify several of the affinity groups that serve as broad resources for wealthy families.

Download the white paper here »

Skip to toolbar