Family Office Services
At Lamarck Group, we use our extensive resources and expertise to deliver an elevated level of service and tailored strategies to family offices and private investment companies. Many affluent families have diverse assets, including concentrated public company positions, private investment companies, and family foundations, that require specialized solutions to address their unique complexity.
As families expand their interests internationally, new challenges concerning taxes, laws, and regulations arise, while the dynamic nature of investment trends, best practices, and evolving family needs demands a forward-thinking approach.
Recognizing the specialized requirements of affluent families, Lamarck Group designed its Family Office services to offer the same caliber of services typically available with larger institutions, with skilled professionals from diverse disciplines, including capital markets, portfolio investments, wealth structuring, and family office design and management.
Their combined expertise enables us to offer guidance across a broad spectrum of needs.
Our extensive resources and services include:
With a multidisciplinary approach and commitment to delivering exceptional service, we empower family offices and private investment companies to confidently achieve their long-term financial objectives.