Family Wealth Stewardship
Commerce Family Office ensures that families can define their mission and goals, and make the best, most informed decisions possible in order to address current needs and long-term objectives.
Our Family Wealth Stewardship offering includes:
- Family mission statement development
- Governance process/family council creation
- Family wealth education
- Family-owned business consulting
- Philanthropic planning
- Family meetings and ongoing communication management
Interested in learning more? Contact Commerce Family Office for more information.
- To send an email that contains confidential information, please visit the Secure Message Center where there are additional instructions about whether to use Secure Email or Online Banking messaging.
Mutual funds, annuities, and other investment products:
Not FDIC-insured May lose value No bank guarantee