Horizon Family Office

Overview

The firm offers global investment guidance, financial planning, estate planning solutions, wealth-heritage planning, and investment consulting. Its offering includes a family steward service platform for Chinese high-net-worth clients.¹

Services

Horizon Family Office provides global investment and financial planning services, along with estate planning solutions. The firm says its team advises clients throughout the estate-planning process.¹

Its wealth-heritage planning and investment consulting work has reportedly served more than 50 domestic institutions. The firm also reports serving more than 100 high-net-worth families.¹

What the firm offers

• Financial planning
• Estate planning

Client Focus

The firm serves Chinese high-net-worth individuals, families, and organizations seeking U.S. family financial services, global investment resources, financial planning, and estate-planning support.¹

Approach

Horizon Family Office says it integrates high-quality resources and includes American Chinese professionals familiar with Chinese culture on its team. It describes this combination as part of its support for clients’ investment, financial planning, estate-planning, and wealth-heritage needs.¹

FAQs

Related resources

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• Network siteEstatePlanner.com

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Sources

1. Horizon Family Office

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.