What A Family Office Is and Is Not

Anecdotally, Family Offices are booming. There is a buzz and that is becoming a self-fulfilling prophecy. More and more Business Families are considering a Family Office.

What is a Family Office? Is a Family Office right for your Family and Business? How are your advisors or team of advisors working and interacting with each other, and how are they working and interacting with your family?

With each additional advisor a family chooses to retain, there is more likelihood of a negative consequence and a Families Legacy will be impacted. Communication is the most critical component of a successful Family, communication between the family and the advisor is also critical, yet frequently neglected.

What questions need to be asked:

            What areas of expertise will benefit you and your family that you’re not receiving today at the professional level you expect?

             Are the professionals you employ providing a highly integrated set of solutions to meet the many different needs / wants of your family?

            How would you and your family benefit if you were able to ensure greater harmony and coordination between your professional advisors?

“Transferring wealth and legacy is complicated by vastly different generational habits, ideologies, and priorities.”

This webinar will help you understand what the questions are you need to ask to gain the correct holistic service that is best for you and your family and your Legacy.

Read the MarchWhite Paper and join The Network of Family Businesses for a virtual educational Webinar on Wednesday, March 26^th, 2014 at 11:00 AM Eastern Time, with Pete Roland and Chuck Porter, of Canon Capital Investment Advisory

Peter Roland - Managing Director, Canon Capital Wealth Management and Family Office Services. A

founder and managing director of an integrated client focused financial services group consisting of a certified public Accounting firm, a wealth management firm, a payroll service company, and a computer solutions firm. Canon Capital Management Group has been serving their clients since 1987.

Pete serves as an independent fiduciary and places his clients’ best interest first and foremost. As a fiduciary he is able to utilize his financial experience to bring together and manage teams of individuals with the required talents and skills to best meet the needs of the client.



Chuck Porter, Jr. AIF® - is a Senior Investment Advisor who manages investment assets for high-net

worth individuals and families, focusing on multi-generational wealth transfer and the transfer of legacy and values. Chuck also holds a Certificate in Financial Management for the Family Office (CFMFO) from Pepperdine University, Graziadio School of Business and Management.

For additional information email: steve@netfamilybusiness.com