A family office is an organization that a family with a certain level of wealth sets up to oversee a wide range of professionals across multiple disciplines – taxes, estate planning, accounting, bookkeeping, investing, etc. – to work for them and help them manage and execute their wealth management activities. By hiring a dedicated team of individuals, a family ensures that only their agenda is driving all of the activities. Many family offices manage budgeting, insurance, charitable giving, family owned business, wealth transfer, family governance, reporting and data aggregation and tax functions for the family they serve.

Global Trust Family Office recognizes that each family is unique and individual unto themselves. Our professionals take a holistic approach to designing family office services and solutions around the unique needs and financial goals of each family or individual. Whether it be the selected tax or estate services provided to the family, customized reporting for each family member, we take the time to understand what each family requires, and provide them with the premier level of service akin to the large institutions, yet at a much more reasonable cost.