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The Guggenheim Family Office has for many generations served wealthy American families with complex asset management, fiduciary, tax, estate, accounting, philanthropic, and personal financial challenges. Our founding principles remain today as pillars: objectivity, flexibility, discretion, and efficiency. Our close cooperation with each family extends to its legal or other advisors. Together with those advisors, we can develop a cost-effective, value-enhancing approach to wealth management in an attempt to sustain future generations.
The complete family office services — including tax and estate planning, bill paying, travel and insurance services, and more — is integrated with advising on all issues of generational transition. Guggenheim Partners is distinguished for its programs on wellness and life extension and offering assistance with the education of children to the support of aging members of the family. This depth includes thoughtful and innovative succession planning.
Guggenheim works with the client's legal, tax, and other professional advisors to achieve all of these goals. Guggenheim does not, however, provide legal, tax, or accounting advice to clients.
Guggenheim Family Office assists with:
- Tax and estate planning
- Personal financial reports
- Bill payment, budgeting, and cash flow
- Family philanthropy
- Investment performance measurement and reporting
- Family governance and education
- Concierge services
- Electronic record keeping and online reporting
- Insurance oversight
- Risk management and oversight of downside risks
- Trustee functions
- Technology
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