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Family Office Services, Consultants & Advisors

Family Office Services in Dallas, TX

Prior to joining Morgan Stanley, Jim held leadership positions with top middle-market Investment Banking firms as Founder, Director, and Head of the Houlihan, Lokey, Howard & Zukin Dallas office and led the Duff & Phelps Southwest regional office as Managing Director and City Leader....

ESOP Marketplace connects you with local Family Office Services A traditional family office is an organization that employs a staff to manage investments, taxes, philanthropic activities, trusts, and legal matters. The purpose of the family office is to effectively transfer established wealth across generations. The family office invests the family's money, manages all of the family's assets, and disburses payments to family members as required. A family office can be, a limited liability company, or LLC, with a paid officers and a support staff. A family office is usually built around core assets that are professionally managed. In addition, a more aggressive and well-capitalized office may be engaged in private equity placement, venture capital opportunities, and real estate development. Many family offices turn to hedge funds for alignment of interest based on risk and return assessment goal. Our Family Office Advisors help and support those family offices that don't have the expertise or wealth to support many support staff.

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