What is a Family Office?

What is a Family Office?

by Richard C. Wilson & Family Offices Group Association Team

Question: What is a Family Office?

Answer:  A family office is 360 degree financial and wealth management firm and personal CFO for the ultra-affluent, often providing investment, charitable giving, budgeting, insurance, taxation, and multi-generational guidance to an individual or family.  The most direct way of understanding the purpose of a family office is to think of a very robust and comprehensive wealth management solution which looks at every financial aspect of an ultra-wealthy person’s or family’s life.

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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Free Family Office Report (PDF)

Contact Details for 1,000 Family Offices in Excel