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 for guarding your wealth now and shepherding it for your family’s benefit in the future.