How do I select a family office?

How do I select a family office?

by Richard C. Wilson & Family Offices Group Association Team

Question: How do I select a family office?

Answer:  We have found that the first step should always be to figure out what you want first before going out and doing your due diligence evaluations of family offices.  Be sure to ask yourself the important questions that will uncover whether you really need a family office and what type of family office solution best fits your needs.

For instance: Do you want a hands-off solution or do you want to control the direct investments of some of your capital into an industry that you are familiar with?  Do you want to take advantage of life management services, budget and record keeping help, and fractional jet ownership, or keep things focused exclusively on helping you manage a portfolio of alternative investment fund managers?  Do you want to work with someone in your city or could the family office be based anywhere in the world?

A few hours of speaking with your spouse, planning and reflecting on what you really want, and what will serve you and your family’s needs most, will be rewarded handsomely over the long-term.

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

Read more Frequently Asked Family Office Questions.

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