Image

Family Office

Overview

Since they were first used by the Rockefellers and Astors, family offices have grown into a powerful multigenerational asset management strategy that thousands of high net worth individuals and families have adapted to their own circumstances.  Each of those offices is unique, and the goals and strategies employed by each family office reflect the management of specific assets that comprise an individual's private wealth and his or her desire to manage that wealth in a fair and transparent structure for the mutual benefit of all family members.

Dreyfus Corporation serves the wealth management needs of ultra-high net worth individuals with an experienced team of family office consultants and advisors that can provide the necessary guidance to form the legal entities and to move assets into and out of those entities with maximum efficiency and synergy among all investment activities.

Since at least 2015, our advisors have seen explosive growth in the formation of family offices that parallels the globalization of financial services and the rise of wealthy individuals in emerging economies. We rely on the foundation of expertise that we have acquired through our family office services in developed international economies to form new and consult on family offices that serve wealth creation and management in those new and emerging markets.

Dreyfus Corporation is a direct provider of certain specific services. Dreyfus Corporation reserves the right to refer inquiries for some services to third parties that are licensed or registered to provide those services where licensing or registration may be required by the laws of the applicable jurisdictions in which those services are offered. Dreyfus Corporation provides its services fully in accordance with applicable laws, rules, and regulations of all jurisdictions in which it conducts business or otherwise engages in transactions with contracting counterparts, either directly to the extent that an obligation, exemption, or exclusion for licensure applies, or otherwise through third-party licensees.