Strategic Risk Management

It's inevitable that even families with the most well-designed long-term plan will experience periodic challenges to maintaining the integrity of the plan. Markets change. Economic conditions change. Laws and regulations shift. Family circumstances change. All these factors demand constant attention so families can take appropriate actions to adjust, when necessary, and preserve the long-term plan.

Our Strategic Risk Management offering includes:

  • Estate and legacy planning
  • Market and regulatory review
  • Tax compliance
  • Insurance coverage
  • Life event management
  • Family business succession planning
  • Retirement planning
  • Executive benefits review

Interested in learning more? Contact Commerce Family Office for more information.


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  • Mutual funds, annuities, and other investment products:
    Not FDIC-insured May lose value No bank guarantee