7 More Family Office Resources:

• Add Your Multi-Family Office to Version 4.0 of the Family… We are soon coming out with Version 4.0 of our Family Office Database on FamilyOffices.com. To include your multi-family office or single family office within our industry-leading database please submit the form ...
• Family Offices Alternative Investments Family Offices Alternative Investments Family Offices Heavily Invested in Private Equity, Hedge FundsRothstein Kass Family Office Group surveyed 151 executive directors of single-family offices and found that they are warming up to alternative ...
• Fee-Based Financial Advisor Family Office Definition: Fee-Based Financial Advisor Fee-Based Financial Advisor definition:  A fee-based financial advisor places trades on your behalf and offers financial advice to clients. Contrary to traditional brokers, fee-based advisors are not compensated ...
• Certified Financial Planner Family Office Definition: Certified Financial Planner Certified Financial Planner definition:  A certified financial planner (CFP) has passed the certification requirements of the Certified Financial Planner Board of Standards, including exams, education and experience requirements. Download ...
• Boston Family Offices Boston Family Office Boston is home to a strong financial and business sector and several family offices have had a presence in the city for years, even decades.  The following free guide to Boston ...
• Financial Advisors Family Office Services The research firm Rothstein Kass recently did an interesting survey of financial advisors on family office service.  The most interesting finding was that 80 percent of financial advisors are interested in incorporating the ...
• What family office financial services are typically offered? Question: What family office financial services are typically offered? Answer: Family offices offer a range of services  to clients, not all of them financial, but financial services are perhaps the most important to clients.  Family ...