Family Office.

WVB acts for a number of successful family groups by providing them with a professional Family Office service offering.

Along with being responsible for family group compliance requirements, WVB also provides the following integrated services:

  • Mailing House for all investment correspondence
  • Portfolio Management for all investments
  • Preparation of board papers, attendance and facilitation of family board meetings
  • Strategic Planning
  • Succession Planning
  • Estate Planning
  • Investment Advisor Selection
  • Philanthropy Considerations

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