FAMILY OFFICE SOLUTIONS

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Family Office solutions

Family offices are private wealth management advisory firms that serve ultra-high-net-worth (UHNW) investors. They are different from traditional wealth management shops in that they offer a total outsourced solution to managing the financial and investment side of an affluent individual or family. For example, many family offices offer budgeting, insurance, charitable giving, family-owned business, wealth transfer, and tax services.

Key Takeaways


  • Family offices are full-service private wealth management services that serve just one or a small number of ultra-high-net-worth families.
  • Besides financial services, family offices also provide planning, charitable giving advice, concierge, and other comprehensive services.
  • Single-family offices serve one individual and their family, while multi-family offices serve a few families benefiting from economies of scale.