Choosing a multifamily office

A 10 part series on choosing a multifamily office, from what an MFO does to fees, due diligence, onboarding and reviewing the relationship.

1. Episode 1What a Multifamily Office Does

   A multifamily office helps several wealthy families coordinate their financial, administrative, and family priorities through one shared platform.

2. Episode 2Who Multifamily Offices Are Built For

   A multifamily office is built for families who need coordinated financial support but do not want to build every function in house. Whether it suits a

3. Episode 3Choosing a Multifamily Office: Services to Expect

   A multifamily office should make complex financial work easier to coordinate. It may provide investment oversight, planning, reporting

4. Episode 4How Multifamily Offices Charge

   Multifamily offices use several fee models. Your job is to connect every dollar to a service, a responsibility, and a result you can review.

5. Episode 5Minimums and Asset Levels

   Multifamily offices often mention minimum assets, but the number only starts the conversation. The right question is whether the firm can serve your

6. Episode 6How to Shortlist Multifamily Office Firms

   A strong shortlist makes every later conversation easier. Start with your family’s needs, compare firms on the same facts, and keep the list small

7. Episode 7Due Diligence and Regulatory Checks Before You Choose a Multifamily Office

   A polished proposal is only the starting point. Before choosing a multifamily office, verify who you are hiring, how the firm is regulated, how it is

8. Episode 8Questions for the First Meeting With a Multifamily Office

   The first meeting should help your family decide whether a multifamily office can serve your needs. Bring a written agenda, ask direct questions, and

9. Episode 9Onboarding the First Year

   The first year with a multifamily office sets the rhythm for the years that follow. Good onboarding turns a signed agreement into clear

10. Episode 10Reviewing and Switching Your Multifamily Office

    A multifamily office should earn its place every year. Review the relationship against your family's needs, document what is working, and switch in an