When most people think of the term “family office,” they picture billionaires with private jets and a team of financial professionals managing everything from tax returns to wine collections. Yes, sophisticated planning is taking place to manage complex financial circumstances, but it’s a very small pool of people who require that level of financial oversight.
Far more common are the people and families that we serve at Richard P. Slaughter Associates – high-net-worth and ultra-high-net-worth people with complex financial structures, but with less extravagance.