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Boutique Family Office Services is focused on supporting enterprising families in formalizing business governance through out their organizations, training and preparing families, supporting families through new acquisitions or unique needs.  

  • Family Transition Education/Training
  • Succession Planning
  • Philanthropic Execution of Family Desires complimenting Tax Strategy 
  • Generational Transitional Training, Preparation and Planning
  • Family Business Governance Formation, Training and Execution
  • Family life style accommodations
  • A la Carte