The Family Office
A multi family office mfo is a wealth management firm that offers integrated highly customized services to a limited number of clients.
The family office. To that end to honestly call itself a family. The family office co. Participating families have access to a wide array of integrated services.
Perhaps the simplest definition of a family office is an organization that assumes the day to day administration and management of a family s affairs. We frequently travel to places like singapore monaco and sao paolo to meet and work with family offices. A family office is a privately held company that handles investment management and wealth management for a wealthy family generally one with over 100 million in investable assets with the goal being to effectively grow and transfer wealth across generations.
At the family office club we recognize that while a large portion of the industry is located in the united states there are thousands of family offices around the world. Broadly speaking a single family office is an organizational structure that manages the financial and personal affairs of one wealthy family. The company s financial capital is the family s own wealth.
Family office exchange addressing the unique challenges of financially successful families founded in 1989 fox was the first membership organization to bring together family members family office executives and trusted advisors. Individuals and families with assets greater than 20 million may be best served by a mfo. Today we remain the industry leader with over 380 families spanning 20 countries.