Do Family Offices Offer Portfolio Management Services?

Do Family Offices Offer Portfolio Management Services?

by Richard C. Wilson & Family Offices Group Association Team

Question: Do Family Offices Offer Portfolio Management Services?

Answer:  Yes, many family offices offer portfolio management services to families. In fact, portfolio and investment management services are core to what a family office typically offers clients; it often includes selection of fund managers, implementing the investment plan and policy of clients, and managing investment risks and cash requirements. A family office’s abilities and experience in portfolio management and investing are often an important consideration for prospective clients, unless they would prefer to hire an outside expert financial adviser and retain the family office for other services.

Download our free Family Office Report to learn more about the family office industry.

Read more Frequently Asked Family Office Questions.

Leave Your Response

* Name, Email, Comment are Required

We run the Family Offices Group, the #1 largest family office association with 84,000+ global members. We offer live events, a bestselling book, Webinars, a family office database, and a family office training & certificate program called the Qualified Family Office Professional (QFOP). To get to know us please watch this 2 minute video, and contact us any time during pacific business hours by calling (212) 729-5067 or emailing us at

Free Family Office Report (PDF)

Contact Details for 1,000 Family Offices in Excel