Skip to Content
View of skyscrapers during the day.
In The News

The path to establishing an embedded family office

December 3, 2024 / 3 min read

Plante Moran Tax Partner Brian Schultz recently had a conversation with Family Business to discuss the steps to establish an embedded family office.

Establishing an embedded family office within a family business can help preserve and navigate the complexities of growing wealth. Embedded family offices enable families to make smarter decisions by holistically considering business, personal assets, and goals, which can open the door to efficiencies that help safeguard the family’s wealth and mission for the future.

This article discusses how setting up an embedded family office can be a good first step toward proactively managing complexities that arise as wealth accumulates both inside and outside of a family business.

Family Business subscribers can view the article below.

Read More

Related Thinking

A group of business professionals having a meeting in a conference room
May 20, 2025

Benefit plans update: Market insights & compliance matters

Webinar 1 hour watch Upcoming
Couple learning how to fund their trust.
May 15, 2025

Understanding pecuniary and fractional methods for funding your trust

Article 4 min read
article 2
May 8, 2025

April's market swings add to a volatile start to the year

Blog 3 min read