Family Office Definition
A family office is a private firm that manages the wealth, investments and financial affairs of one or more wealthy families.
The two main types
- Single family office: serves one family and is usually owned by it.
- Multi-family office: serves several families, often as a registered adviser.
Common services
- Investment management across public and private markets.
- Tax, estate and succession planning.
- Accounting, reporting and bill pay.
- Philanthropy and next-generation education.
What we offer today
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Closest match to this topic: Single Family Offices, Multi-Family Offices, USA Family Offices.
Built by the Family Office Club
InvestorDatabases.com is run by the Family Office Club, a members club of investors and family business owners founded by Richard Wilson in 2007. We have hosted 340+ investor events, run 16 in person each year, and our members have completed $1B in deals between them. Our social media networking groups have 17 million registered members.