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