family office management

Silvercrest's Family Office Services team can handle all aspects of income tax preparation and filing for clients who wish to consolidate this function with their investment management. Each client works with an individual income tax specialist who in turn works with the client's Silvercrest portfolio manager to assure that information is carefully coordinated. Silvercrest's financial planning expertise is offered to all of its clients interested in receiving new ideas that could be incorporated into the management of their investments.

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