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.

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Read more Frequently Asked Family Office Questions.

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