Inscription Family Office provides a range of family office services to high-net-worth individuals, including financial planning, coordination of advisors, comprehensive financial reporting, insurance advisory, private banking, real estate oversight, fiduciary services, family governance and education, philanthropy management, privacy and security management, and lifestyle and concierge services. Inscription Family may refer clients to affiliated managers for investment management.
Fee Structure
Inscription Family does not directly manage investments for clients. Instead, they may refer clients to affiliated investment managers. If a client engages an affiliated manager, a portion of the fees paid to the affiliated manager will be provided to Inscription Family. The client is not obligated to use the affiliated manager.