Family office services
Services include business succession, multigenerational and cross-border planning, family meetings, wealth transfer, retirement, and estate planning.
When to speak with HYTC
Families and closely held businesses planning succession, cross-border assets, or multigenerational transfer.
Topics clients often need to discuss
- 01
Succession planning for closely held entities
- 02
Long-term planning beyond the next generation
- 03
International and cross-border considerations
Service scope
- 01
Succession planning for closely held entities
- 02
Long-term planning beyond the next generation
- 03
International and cross-border considerations
- 04
Participation in family meetings
- 05
Family philanthropy
- 06
Wealth transfer planning
- 07
Private banking relationships through family advisors or banking partners
- 08
Tracking company stock and stock options
- 09
Retirement planning
- 10
Estate planning
Related professionals
If you are evaluating this service, contact HYTC to discuss your circumstances.
Contact HYTC