Consider your needs.
Understand your options.
Know what you are paying for.
Having a high net worth doesn’t automatically mean a multi-family office is right for you.But for families with complex financial lives, it can be a smart move.
Your Family Office®
Some families need both integrated planning and a financial firewall between their business interests and their personal wealth.
Your Family CFO®
Some families seek strategic, multi-generational financial planning to navigate the complexities of their wealth and ensure their legacy.
Your Family Office Resource®
Some families and single family offices choose to outsource individual family office services to supplement the expertise of their existing team.
Many financial advisors claim they offer family office services. But that doesn’t make them a full-service,comprehensive family office. They’re more like close neighbors.
…offers fully-integrated financial consulting. It’s an independent, dedicated team delivering objective strategies tailored to your complex needs and complete financial life. A CFO, just for your family.
Big Bank/Trust Company
…relies on departmental specialists from each service area, often resulting in fragmented advice. Product incentives may color advice.
…is transaction oriented. Brokers and RIAs focus on liquid assets, delivering investment-driven advice rather than integrated financial strategies.
…has a narrow expertise, meaning most lack the breadth of services necessary for providing comprehensive family office services.
Trust is essential to any relationship, and a transparent fee arrangement is the cornerstone to a longstanding, professional advisory relationship. Choose the arrangement that fits the bill for you.
Fees based on the value of assets will swing with the market, and may encourage advisors to focus on investments.
A retainer may not reflect an advisor’s activities or meet a family’s needs.
Paying for services on an hourly basis allows families to easily evaluate an advisor’s ROI.
January 04, 2024
December 07, 2023
November 07, 2023
April 28, 2022
March 20, 2020
March 29, 2019