Multi-Generational Family Stewardship
Multi-Generational Family Stewardship
Valley Forge Family Office, Inc. encompasses both the present and the future. Our services include tools and strategies designed to sustain and grow your family’s wealth across the generations, including:
- Family Communication Meetings
- Family Trust and Fiduciary Services
- Strategic Investment Supervision
- Tax Compliance Support
- Family Business Shareholder Services
Multi-faceted and multi-generational, this comprehensive service provides the insight, planning, supervision, accuracy and discipline aimed at guarding your wealth now and shepherding it for your family’s benefit in the future.