The family office is no longer just for the superrich — here's how even smaller fortunes can use one to last generations

Source: Business Insider

Family offices are no longer just for billionaires — smaller fortunes are using lean, tech-driven models to preserve wealth and values across generations. Suhaimi Abdullah/NurPhoto via Getty ImagesJulius Baer's head of wealth planning says family offices are no longer just for billionaires. María Eugenia Mosquera says hybrid and virtual models allow smaller fortunes to grow wealth like those of the rich.

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