Roblee A. Hoffman, LLC on Personal Finances...The Next Level
The Collaborative Family Office: Excellence in Personal Asset Management
LEXINGTON, Mass., Nov. 1, 2011 /PRNewswire/ -- Roblee A. Hoffman's new publication The Collaborative Family Office: Excellence in Personal Asset Management explains the concept of the "family office" and the enhanced benefits by integrating personal legal, tax, investment and administrative functions. The result is practical and cost effective asset management allowing affluent families and individuals access to financial services usually reserved for the ultra rich.
Roblee's insights and recommendations are based on his agency's work since 2001 as family office administrators. Though the legal, tax and investment functions are easily understood, most affluent families and individuals are unaware of the significant value of the administrative function. The primary financial professionals participating with a collaborative family office have a shared commitment to work closely together. The outcome is easily accessible timely information focused on the client's goals and aspirations.
About Roblee A. Hoffman
Roblee A. Hoffman has successfully led his agency by effectively engaging the growing personal financial responsibilities that challenge clients. The value of the financial administration function has become evident for those that are unwilling and/or unable to remain current with their personal financial obligations and integrate legal, tax and investment services.
PROFESSIONALS: To view the document, please see:
http://www.robleehoffman.com/docs/TheCollaborativeFamilyOffice.pdf,
To schedule an interview with Roblee A. Hoffman, please contact him at 781-771-8118, or [email protected].
SOURCE Roblee A. Hoffman, LLC
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