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Family Office Services

Family office services are essential to addressing the issues affluent families face in navigating the complex world of wealth management. At AFN, we go above and beyond the traditional approach to planning in an effort to provide a high standard of attention and guidance.

These concierge services focus on the areas of asset management, cash management, risk management, financial planning, estate and generational planning and lifestyle management.

In collaboration with our strategic partners, AFN oversees and manages every aspect of a family’s financial affairs so you can focus on what really matters in life. In addition to protecting and monitoring what you care about most, our family office service maximizes your most important commodity: time.

To help provide continuity, AFN will integrate with your current advisory team including CPA, attorneys, and other trusted advisors to make sure they are all working in a coordinated manner.



Speak To A Family Office Services Expert

Call 818.264.4644


Or simply complete the form below to contact one of our family planning trusted advisors

Family Office Services Contact Request

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