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The path to establishing an embedded family office

December 3, 2024 / 3 min read

Plante Moran Tax Partner Brian Schultz recently had a conversation with Family Business to discuss the steps to establish an embedded family office.

Establishing an embedded family office within a family business can help preserve and navigate the complexities of growing wealth. Embedded family offices enable families to make smarter decisions by holistically considering business, personal assets, and goals, which can open the door to efficiencies that help safeguard the family’s wealth and mission for the future.

This article discusses how setting up an embedded family office can be a good first step toward proactively managing complexities that arise as wealth accumulates both inside and outside of a family business.

Family Business subscribers can view the article below.

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