What investable-asset minimums do multifamily offices typically require?
There is no industry-wide minimum. Publicly stated requirements vary widely, from about $3 million to $10 million or more in investable assets. Ask whether the threshold applies to investable assets, total net worth, or both.
A practical range
Multifamily offices set their own entry points. There is no clear asset-size line separating a true multifamily office from other wealth firms. Forbes
Public examples show a wide spread. The Abernathy Group states a $3 million minimum account size in investable assets. The Abernathy Group Taylor Frigon says families typically have at least $5 million in investable assets to benefit from its integrated family-office services. Taylor Frigon Outwing describes its client range as families with $10 million to $500 million in investable assets. Outwing
These examples show why families should compare the threshold, service scope, and operating model at each firm. Families below a stated minimum may still find wealth-management firms that coordinate outside specialists, while larger or more complex families may seek offices with higher thresholds.
What the minimum usually measures
Read the definition carefully. An investable-asset minimum generally refers to assets available for professional management, such as marketable securities and investable cash. It may exclude a primary residence, operating businesses, collectibles, or other assets that are difficult to manage in a portfolio. Each firm defines the term differently.
Some offices also consider total family wealth, expected liquidity, complexity, and the services requested. A family with concentrated business ownership may meet a firm’s broader relationship test even if its liquid portfolio is below the published number. The reverse can also occur when assets are spread across trusts, entities, and multiple custodians.
Ask for the minimum in writing. Confirm whether it is measured per household, per family branch, or per account. Ask whether the firm requires assets to be transferred or simply considers total investable wealth. Then compare the office’s services and fees with the work your family actually needs. This is educational information, not investment advice.
But most ultra wealthy when you get to ten, 15 million net worth or more, you start investing in real estate and operating businesses. You want a percentage of your wealth in these different areas.
Related guides
- MFO vs SFO vs RIA vs Private Bank: Which Fits Your Family?
- Access to Alternatives Through an MFO: A Practical Guide for Families
- Cross-Border Families and Multifamily Offices: A Practical Guide