Paradigm is a multi-family office that offers customized services to families in the Silicon Valley Bay Area. Our purpose is to provide the most efficient and cost effective services through collaborative efforts with a team of professionals from legal, insurance, investment, estate, administrative, and tax specialists.
What is a Family Office?
Family Offices are private wealth management advisory firms that serve ultra-high-net-worth (UHNW) investors. They are different from traditional wealth management in that they offer a total outsourced solution to managing the financial and investment side of an affluent individual or family.
A family office provides a wider range of services tailored to meet the needs of a wealthy family beyond basic financial services. Family offices also provide budgeting, insurance, philanthropic planning, wealth transfer, tax services, and a number of other comprehensive services.
Source: Investopedia