Multi-Family Offices
Multi-Family Offices
Multi-Family Offices
Single and multi-family offices are exclusive wealth management firms that usually only accept clients with at least $10-$25M of investible securities. They typically have less total clients but spend more time with each client often assisting with tax, estate planning, charitable giving, foundation, and even budget issues in addition to traditional wealth management services. The costs are typically a little higher than a traditional wealth management office but you get more personal comprehensive service and usually a more sophisticated view of portfolio construction with access to alternative investments.
We will be blogging much more on family offices and their impact on the financial planning industry this upcoming fall/winter as we start to partner more closely with a large family office association in the industry.
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Tags: Business, Family Office, Family Offices, finance, financial planning, Hedge Funds, investing, investments, money, mutual funds, single family offices, taxes, wealth management
