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Frequently Asked Questions (FAQ)

Managing wealth and managing a family are difficult tasks in their own right - and even more complicated when you have to do them both at once. Wealthy & Wise Family Office is here to help you with all your family legacy and wealth-related needs. 

If you would like to ask us a question that is not on this list, please reach out to us at or fill out the form at the bottom of this page.

What is a Family Office?

A family office is a private wealth management advisory firm that is established to serve the financial needs of a single high-net-worth family or a group of related families. Family offices typically provide a wide range of financial services, including investment management, tax planning, estate planning, philanthropy, risk management, and other customized services to meet the specific needs of the family.


The primary objective of a family office is to preserve and grow the family's wealth across multiple generations while also providing comprehensive financial support to the family members. Family offices may also provide administrative and operational support to manage the family's affairs and help them achieve their long-term financial goals.


Family offices can be structured as either a single-family office (SFO), which serves a single family or a multi-family office (MFO), which serves multiple families. 


Family offices are typically staffed by a team of financial professionals, including investment managers, accountants, lawyers, and other specialists.


Is Wealthy & Wise Family Office a single family office (SFO) or multi-family office?

We are a multi-family office (MFO).


What families belong to Wealthy & Wise Family Office as clients?

We cannot disclose the names of our clients due to Wealthy & Wise Family Office's strict rules of confidentiality. We believe that adhering to this code of conduct is crucial to maintain current and future clients' privacy and trust. 


How can a Family Office help my family?

Here are just some of the services that Wealthy and Wise Family Office provides for its clients.

  • Strengthening and transferring a family's wealth and legacy across multiple generations by:

    • Separating business and family wealth for transparency and effective management,​

    • Preserving wealth and growing assets across generations,

    • Ensuring legacy continuity through succession planning, and

    • Promoting family cohesion and core values through philanthropy.

  • Protecting a family's wealth and legacy from internal and external risks by:

    • Ensuring that clients only pay the taxes that they owe,​

    • Preventing costly investment mistakes,

    • Safeguarding assets from market volatility and government regulation,

    • Ensuring wealth and legacy continuity even through business challenges, and

    • Avoiding over-reliance on one type of asset

  • Preserving a family's intangible legacy, heritage, and history by:

    • Recording video and audio interviews with family members and compiling them into mini-documentaries,​

    • Compiling family photographs and documents into easily accessible and disaster-proof formats such as digital archives, e-books, and waterproof albums,

    • Recording and disseminating messages from family founders to their descendants for viewing upon reaching milestones such as high school graduation, marriage, and childbirth, and

    • Working with family members to create a "family constitution" that will codify the family's core values, aspirations, and plans for how to achieve their financial and non-financial goals.


What is the meaning of the Wealthy & Wise Family Office slogan "Manage your family like a business?"

In recent years, there has been a growing need for transparency and efficiency in family wealth management, and the separation of business and family matters has consequently become increasingly important. Successful businesses are managed with a clear goal in mind and with strategies and structures in place to achieve that goal. At Wealthy & Wise Family Office, we believe a similar approach can and should be applied to family wealth management. By managing family assets like that of a business, family members can rest assured that our team is working hard to manage their finances, security, and legacy in a coordinated, strategic, and efficient manner.


At Wealthy & Wise Family Office, we provide our clients with the guidance and expertise they need to manage their family wealth effectively. By working closely with each family to understand their unique financial goals and priorities, Wealthy & Wise Family Office can develop a tailored wealth management plan that helps families achieve their desired outcomes. With its commitment to providing non-biased views and services and adhering to a strict fiduciary duty to clients, Wealthy & Wise Family Office helps families to manage their wealth with confidence and maximize their financial success.


How much does a consultation with a Wealthy & Wise Family Office representative cost?

Consultations are free. Please schedule an appointment by using the form at the bottom of this page or emailing us at


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10320 Little Patuxent Pkwy, Suite 930

Columbia, MD 21044, USA

Tel: +1 (808) 427-8434



1003 Bishop St, Suite 2700

Honolulu, HI 96813, USA

Tel: +1 (808) 427-8434



#1101, 26, Yangpyeong-ro 21-gil 26, Yeongdeungpo-gu, Seoul, Korea

Tel:  +82-2-785-2774


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