公司描述
At Core Family Office, we provide a wide range of financial services for individuals, B2B, and B2C companies, as well as specialized services for CPAs. We provide coaching and management designed to help everyone, not just the highly affluent. As an independent family office, we offer everything from tax and estate planning to lifestyle and philanthropic management. Our skilled team is dedicated to establishing a strong relationship with you and delivering white-glove treatment.
