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N A TI O N A L C ENTER R F O R F A MI L Y P HI L A NTH R O P Celebrating Milestones in Family Philanthropy:For your family, for your grantees, for your community Jason C. BornPASSAGESilestone birthday
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Working together for common purpose family office is a form that brings together family members to collaborate on managing their wealth and assets.
The head of the family or designated family member responsible for financial matters is typically required to file the form.
The form should be filled out with detailed information about the family's assets, investments, income, and any other relevant financial information.
The purpose of the form is to facilitate communication and decision-making among family members regarding their finances and investments.
Information such as assets, income, investments, expenses, and any pertinent financial data must be reported on the form.
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