What is a Multi-Family Office?

What is a Multi-Family Office?

by Richard C. Wilson & Family Offices Group Association Team

Question: What is a Multi-Family Office?

Answer: A multi-family office is a full balance sheet 360 degree ultra-affluent wealth management and CFO solution for multiple individuals and families.  This is unique from a single family office in that it serves a number of different family clients, rather than tailoring the family office only to one specific family like a single family office would.

In both the single and multi-family office, what is really being offered is a full balance sheet financial management solution to ultra-high net worth individuals.  The implementation of the family office model is diverse.  In both single and multi-family offices, a very narrow set of services could be offered so that family office has just one or two functions, while others can provide a fully comprehensive solution.  Every family’s budget, needs, and model is unique.

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