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Guides
- All learn
- Annual MFO review
- Data privacy and security with an MFO
- Fiduciary duty vs suitability, and how product conflicts work
- How multifamily offices invest
- How to choose a multifamily office
- Life events that trigger a change
- MFO fee models compared: flat, tiered by AUM, retainer, performance-only
- MFO vs single family office vs virtual, embedded and hybrid family offices
- What multifamily offices charge and why fees vary
- Multifamily office misconceptions
- Multifamily office services
- Outsourced Cio vs Multifamily Office
- Questions to ask a multifamily office
- Specialized multifamily offices
- Virtual family office explained
- What is a multifamily office?
- When does a family need its own office instead of an MFO?
New guides
- Access to Alternatives Through an MFO: A Practical Guide for Families
- Cross-Border Families and Multifamily Offices: A Practical Guide
- Family Governance With a Multifamily Office
- How to Switch Multifamily Offices Without Losing Momentum
- Family Office Due Diligence: A Practical Guide for Multifamily Offices
- Multifamily Offices for Athletes and Entertainers
- Multifamily Offices for Business Sellers: A Practical Guide
- Multifamily Offices for Founders After an Exit
- Next-Generation Education for Multifamily Offices
- Philanthropy and Family Foundations: A Practical Guide for Wealthy Families
- Tax Coordination With a Multifamily Office: A Practical Guide for Real Estate Families
- Trust and Estate Coordination for Multifamily Offices
- Reporting and Consolidation for Multifamily Offices
- How to Choose a Family Office: A Step by Step Decision Guide
- MFO vs SFO vs RIA vs Private Bank: Which Fits Your Family?
- Questions to Ask a Multifamily Office, With a Printable Scorecard
Start a family office
- Start a family office
- 3 Paths to Creating a Family Office
- Building a Multifamily Office Investment Platform and Portfolio Framework
- Defining Your Multifamily Office Mission, Scope, and Family Benefits
- How to Launch a Multifamily Office Without Building Every Function In-House
- Multifamily Office Creation Case Studies, Models, and Lessons Learned
- Creating a High-Quality Deal Flow Network for Multifamily Office Families
- Is a Multifamily Office Right for Your Family? A Readiness and Feasibility Guide
- Investment Structures for Multifamily Offices: Co-GPs, LLCs, and Revenue Sharing
- The Costliest Multifamily Office Mistakes and How to Avoid Them
- Choosing the Right Multifamily Office Structure, Ownership, and Governance Model
- Create a Multifamily Office: A Step-by-Step Guide
- Selecting Service Providers and Strategic Partners for a Multifamily Office
- Costly Mistakes to Avoid When Creating a Single Family Office
- How to Build an Effective Single Family Office Investment Portfolio
- Choosing the Right Advisors and Service Providers for Your Single Family Office
- How to Get Your Family Aligned Before Launching a Single Family Office
- Ways to Increase Deal Flow for Your New Single Family Office
- Investment Structures Every New Single Family Office Should Understand
- Create Your Own Single Family Office: A Step by Step Guide
- A Step-by-Step Roadmap for Creating Your Own Single Family Office
- How to Start Your Family Office with a Virtual Model
- The Three Phases of Setting Up a New Single Family Office
- When Should You Create a Single Family Office?
- How to Design a Custom Virtual Family Office for Your Family
- How to Create a Virtual Family Office: A Step-by-Step Guide
- How to Set Up a Virtual Family Office at No Cost
- How to Start the Conversation About Creating a Virtual Family Office
- A Practical Implementation Plan for Your Virtual Family Office
- Plug-and-Play Solutions for Launching a Virtual Family Office
- Building the Investment Portfolio for a Virtual Family Office
- Choosing the Right Service Providers for Your Virtual Family Office
- How to Structure a Virtual Family Office
- Create a Virtual Family Office: A Step-by-Step Guide
- Why Wealthy Families Choose a Virtual Family Office
Questions
- All questions
- How can a family switch multifamily offices while maintaining investment and tax continuity?
- How does a multifamily office monitor capital calls, valuations, and liquidity for alternative investments?
- How do anti-money-laundering and know-your-client rules affect family onboarding?
- Can a multifamily office coordinate audits across family entities, foundations, and operating businesses?
- Do multifamily offices administer aircraft, yachts, or other high-value personal assets?
- How are benchmarks selected for a multifamily office’s investment reporting?
- What approval controls should govern bill payment and household expense administration?
- How can a multifamily office prepare reporting for a family business board or private trust committee?
- What business-continuity plans does a multifamily office have for disasters or outages?
- How does a multifamily office forecast family cash flows and future capital calls?
- How can a multifamily office coordinate charitable strategies with tax planning?
- How many families does a multifamily office serve, and how does that affect attention?
- What capabilities should families expect from a multifamily office client portal?
- What due diligence and allocation rules apply to multifamily office co-investments?
- Can a multifamily office coordinate insurance, valuation, and stewardship of art or collectibles?
- How should communication protocols be designed among family members, trustees, and advisors?
- What compliance policies should a well-run multifamily office maintain?
- Can a multifamily office help manage concentrated positions in a founder’s company stock?
- What confidentiality standards govern information shared among unrelated client families?
- Can a multifamily office produce a consolidated balance sheet across trusts, entities, and custodians?
- Can a multifamily office monitor country risk affecting family assets and operations?
- How can a multifamily office coordinate cross-border banking relationships and reporting?
- What cross-border estate-planning issues should globally mobile families address?
- Can a family choose its own custodian while working with a multifamily office?
- Where are family assets custodied when a multifamily office provides oversight?
- Does a multifamily office carry cyber, professional-liability, and crime insurance?
- What cybersecurity controls protect family data, accounts, and payment instructions?
- Who owns a family’s data, analyses, and records created by a multifamily office?
- What controls help families monitor leverage, collateral calls, and refinancing risk?
- What personal and financial continuity plans should a multifamily office maintain for a family emergency?
- How can a multifamily office support dispute resolution among family members?
- Can a multifamily office maintain records and compliance calendars for family-owned entities?
- How can a multifamily office help ensure an estate plan is implemented consistently?
- How should a multifamily office coordinate restricted stock, options, and other executive compensation?
- How can a family leave a multifamily office, and what happens to its records and relationships?
- What support is available when family members live, work, or study in different countries?
- How can a multifamily office support planning before and after the sale of a family business?
- Can a multifamily office help a family create or update a family constitution?
- What role can a multifamily office play in establishing a family council?
- How does a multifamily office facilitate structured family meetings and decision processes?
- How large or complex must a family be to benefit from a multifamily office?
- When does a multifamily office owe fiduciary duties to its client families?
- How does a multifamily office prevent wire fraud, identity theft, and unauthorized transfers?
- How does a multifamily office incorporate geopolitical risk into family wealth planning?
- When does a family need a multifamily office with offices or capabilities in multiple countries?
- What governance charters should define the roles of family members and outside advisors?
- Can a multifamily office coordinate payroll and compliance for household employees?
- What impact-investing frameworks and measurement practices do multifamily offices use?
- What independent oversight can a family establish over its multifamily office relationship?
- How often should a multifamily office review personal, business, and excess-liability insurance?
- What expertise should a multifamily office have for investing across foreign markets?
- What issues arise when a family makes grants or operates charities internationally?
- What support is available for FATCA, CRS, and other international tax reporting?
- How much investment discretion does a multifamily office receive from each family?
- Who sits on the multifamily office investment committee, and how are decisions made?
- What portfolio reporting and performance attribution should a multifamily office provide?
- Can a multifamily office help coordinate personal planning around an IPO?
- What does the onboarding process look like when a family joins a multifamily office?
- How should a family evaluate key-person risk inside a multifamily office?
- Which engagement letters and legal documents should family counsel review before signing?
- How can a multifamily office evaluate securities-based lending and other borrowing strategies?
- What should founders organize with a multifamily office before a major liquidity event?
- How does a multifamily office manage liquidity needs across a family’s entities and portfolios?
- How does a multifamily office select and supervise advisers in foreign jurisdictions?
- What are the tradeoffs between a globally integrated multifamily office and local specialists?
- Do multifamily offices require minimum terms, lockups, or long-term commitments?
- What process does a multifamily office use to select, monitor, and terminate external investment managers?
- How can a family measure whether its multifamily office relationship is producing sufficient value?
- What investable-asset minimums do multifamily offices typically require?
- How does a multifamily office manage multi-currency portfolios and family spending?
- What financial education programs do multifamily offices offer to the next generation?
- Can a multifamily office support next-generation entrepreneurs without creating dependency?
- When should adult children begin participating in multifamily office meetings and decisions?
- How should a family address disagreements about performance, risk, or strategic direction?
- How can a multifamily office help a family govern charitable giving and foundations?
- How does a multifamily office comply with privacy rules across different countries?
- How can a multifamily office coordinate with several private banks without duplicating work?
- What should a family preserve when moving oversight from a private bank to a multifamily office?
- How does a multifamily office source and allocate private-market opportunities?
- Could a multifamily office favor affiliated investment products or preferred providers?
- How can a multifamily office oversee reporting and administration for family-owned properties?
- How long does a multifamily office retain family records, and how can they be retrieved?
- How can a family review a multifamily office’s regulatory examination history?
- Which regulatory registrations and licenses should a multifamily office hold?
- What revenue-sharing arrangements should families look for in a multifamily office?
- How should a multifamily office work alongside an existing registered investment adviser?
- How does a multifamily office measure portfolio risk, stress scenarios, and drawdowns?
- How are sanctions, politically exposed persons, and international counterparties screened?
- How much can a multifamily office customize its approach for a family’s unique needs?
- Who is responsible when an outside service provider engaged by the multifamily office makes an error?
- What operational changes are required when transitioning from a single-family office to a multifamily office?
- What staff turnover levels are normal, and how are families protected when personnel leave?
- How does a multifamily office plan for succession among its own senior leaders?
- How does a multifamily office coordinate tax data across multiple accountants and jurisdictions?
- How are tax-loss harvesting decisions coordinated across accounts and family entities?
- Can a multifamily office review tax returns and estimated payments prepared by outside accountants?
- Can a multifamily office integrate with a family’s existing accounting, banking, and reporting systems?
- How can a family reduce custody and trading risks during a multifamily office transition?
- What data and documents must be migrated when changing multifamily offices?
- How should a family communicate a multifamily office change to relatives and counterparties?
- How long does a typical multifamily office transition take from decision to full operation?
- How should a family evaluate the jurisdiction of its trusts and family entities?
- How does a multifamily office coordinate with independent trustees and trust companies?
- What background checks and professional screening are performed on multifamily office staff?
- How does a multifamily office identify, disclose, and manage conflicts of interest?
- How should a multifamily office handle family members seeking employment within the family enterprise?
- How do language and cultural differences affect service for globally distributed families?
- How does a multifamily office monitor changing state and local tax exposure?
Choosing a multifamily office series
- All episodes
- Episode 1: What a Multifamily Office Does
- Episode 2: Who Multifamily Offices Are Built For
- Episode 3: Choosing a Multifamily Office: Services to Expect
- Episode 4: How Multifamily Offices Charge
- Episode 5: Minimums and Asset Levels
- Episode 6: How to Shortlist Multifamily Office Firms
- Episode 7: Due Diligence and Regulatory Checks Before You Choose a Multifamily Office
- Episode 8: Questions for the First Meeting With a Multifamily Office
- Episode 9: Onboarding the First Year
- Episode 10: Reviewing and Switching Your Multifamily Office
Videos
- All videos
- Multifamily Office Foundations and Investor Mandates
- Multifamily Office Wealth Management Firm Investor Mandate Interview (Toronto, Canada)
- $1B+ Multifamily Office Serving Centimillionaire Clients, Investor Mandate Interview
- New York City $1B+ Multi-Family Office Investor Mandate Interview on Private Equity and Real Estate
- $1 Billion in Assets: Trends in Multi-Family Offices & Wealth Advisors
- Closing Deals With Wealth Advisors and Multi-Family Offices - Best Practices and Case Studies of ...
- Multi-Family Office and Wealth Management Firm Investors: How Is the Industry Changing?
- Inside a Modern Multi-Family Office: Global Investing, Deal Structuring and Next-Generation Insights
- Midwest Multi-Family Office Investor Mandate Interview on Opportunity Zones and Fund Manager Investing
- Mexico City Multi-Family Office Investment Mandate Interview
- $7B+ Multi-Family Office, Private Equity, & Fund Manager Investor Mandate Interview
- Multi-Family Office Investor Mandate Interview
- Multi Family Office Fee Structures
- Single Family Office Investor Mandate Focused on Alternatives, Banking, Private Equity and Real Estate
- Healthcare, Telemedicine & Distressed Real Estate Single Family Office Investor Mandate Interview
- Keeping the Family Together: Multifamily Offices Under $300M
- Expert Insights on Raising Capital from Multifamily Offices
- Top Insights from Multi-Family Offices at Our Investor Club Event
- Raising Capital from Single Family Offices & Ultra-Wealthy Investors
- Investor Discussion Panel #003 Top Multi-Family Office Mandates - What Are The Larger Family Offi...
- Designing Your Single Family Office Early as a Centimillionaire
- Designing and Building a Single Family Office
- Why Centimillionaires May Consider Single Family Offices
- Multi-Family Office Marketing: Engagement Factor (Location: Singapore)
- Multi-Family Office Marketing Maturity
- European Single Family Office Investor Mandate, Focus on Alternative Investments
- Single Family Office & Direct Investment Investor Mandate Interview
- Life Sciences Single Family Office Private Investor Mandate Interview
- Pension Funds and Single Family Offices Investor Mandate Interview
- $100M & $1B+ Single Family Office Investor Mandates & Strategies
- European Single-Family Office Investor Mandate Interview
- Single Family Office Investor Mandate Interview: Alternatives, Banking, and Private Equity
- Midwest Single-Family Office Investor Mandate Interview: Technology and Oil Mineral Rights
- Midwest Single Family Office Investor Mandate Interview - Technology, Film, Cannabis, Oil & Gas/M...
- European Single Family Office Investor Mandate
- 15 Strategies to Build a Multi-Country Single-Family Office
- Top 3 Insights From Managing a Large Single Family Office on Growth, Investing and Closing Transactions
- Raise Capital & Build Strategic Partnerships , Single Family Office Summit NYC (May 29-30)
- Opening Remarks - Single Family Office Summit 2023 (The Foundation Of Family Office Club Uncovered)
- Opening Remarks by Richard C. Wilson at the 2023 Single Family Office Summit (The Foundation Of F...
- Single Family Office Summit 2023
- 8 Insights for Private Investors & Single Family Offices
- Family Office Strategy, Governance, and Operating Models
- Single Family Office Panel: What SFOs May Not Provide and Where There Are Market Gaps
- Syndication: How Single-Family Offices Pool Resources for Mutual Gain
- Hidden Dangers of Running a Single Family Office
- Three Phases of Setting Up a New Single Family Office
- The New Single Family Office Industry
- Attracting Deal Flow and Talent as a Single Family Office
- What is a Single Family Office
- Single Family Offices
- Single Family Offices
- Single Family Office Association
- Creating a Single Family Office
- Single Family Office Consultant Insights
- The Future of the Single Family Office Industry
- Investor Mandates & Creative Deal Structures: Family Office Panel
- What are family offices seeking from wealth managers next?
- Growth Capital, Tech, and Real Estate Family Office Investor Mandate
- Investor Discussion Panel #003 - What Are Larger Family Office Wealth Managers Looking For Next?
- What Is a Family Office and Why Do Wealthy Families Use One?
- Why Family Offices Struggle to Survive 100 Years, Lessons From Mitzi Perdue
- Million Dollar Advice From Centimillionaires & Family Office Investors
- How Ultra Wealthy Investors Allocate Capital
- Meet the Panel: Centimillionaires, Family Offices & Investors Behind Major Deals
- What Ultra-Wealthy Investors Look For in Family Office and Private Capital
- Top 10 Traits & Strategies of Billionaires, Pro Athletes & Family Offices
- Special Announcement: The Family Office Formula, 4-City Event Series for Ultra-Wealthy Investors
- Inside the Minds of Billion-Dollar Family Offices: How the Ultra-Wealthy Invest in 2025
- Learn Directly From 4 Billionaires at the Family Office Super Summit December 10th-12th in Miami
- Do Not Say These Things If You Work With the Ultra-Wealthy or Family Offices
- 42 Billionaire Strategies for Success: Family Office Club - Investor Mastermind
- Billionaire Jeff Hoffman's Keynote at the Family Office Club’s 8th Annual Family Office Super Summit
- Centimillionaire Family Office Strategies
- Family Office Focus: Where Do Ultra-Wealthy Families See the Strongest Investment Demand?
- Centimillionaire Advisors, LLC - Performance-Based Family Office Solutions
- Billionaire Family Office Services
- Grooming the Next Generation to Help Run the Family Office Long-Term
- Global Private Equity Family Office Investor Mandate for the Middle East, Europe, and United States
- Alternative Investment, Real Estate, and Private Equity RIA Investor Mandate Interview
- How to Raise Capital from Family Offices: 5 Insights, Structures, and Case Studies
- Investing in Africa's Infrastructure Gap: A Global Family Office on Emerging Market Opportunity
- Meet the Panel: Family Offices, Angels & a $2.4B Real Estate Playbook
- The Trust Formula Family Offices Actually Use
- Advanced Family Office Execution, Legacy, and Deal Structures
- How One Family Office Principal Built and Sold Over $500M Across Real Estate, Pharma, and Insurance
- 16 Family Office Trends: Where Capital, Time and Trust Are Moving
- How Family Offices Train the Next Generation of Leaders
- Inside Family Offices: Structure, Strategy, and What Actually Works
- Family Office Live Forum: Capital Raising, AI Tools & Investor Feedback (with Richard C. Wilson)
- Deal Structures Family Offices Review
- Advanced Investment Structures: How Family Offices Coordinate Wealth
- Bridging Generations: How Family Offices Build Legacy and Teach the Next Generation
- Inside the Family Office Mindset: Structure, Strategy & Building Real Relationships
- Growth Focus Finder: How Investors and Family Offices Use Next Generation Planning, Family Purpose, and Operating Models
- Family Offices & Alternatives: Real Estate, Credit, VC
- $1 Billion Allocators: Insights Directly from Family Offices and Investment Firms
- Next Generation Leadership: Effective Communication and Family Office Strategies
- Strategic Approaches for Family Offices: Insights on Structure, Governance, and Investment
- Panel Discussion: Technology, Due Diligence, and Investment Strategies at The Family Office Club Event
- $1 Billion+ Allocators - Hear Directly from the Largest Family Offices and Investment Firms
- Investment Opportunities: Investor Mandates from the Family Office Club’s 7,500+ Investors
- Craig Coppola Keynote at the Family Office Club’s Real Estate Investor Co-GP & JV Summit
- Structure Trumps Strategy - PODCAST - Family Offices & Family Office Club
- Co-Investment Fund and Deal Structures, Podcast, Family Offices and Family Office Club
Tools, data and downloads
- All-in Annual MFO Cost by AUM Band
- Next-Gen Readiness Score
- Breakeven assets: SFO versus MFO
- Compare multifamily offices
- Glossary
- MultifamilyOffices.com MFO Benchmark Report
- The MultifamilyOffices.com MFO Benchmark Survey
- Infographics
- Fee model mix
- MFOs by founding decade
- Services coverage
- Where MFOs are based (top countries and US states)
- MFO Due Diligence Checklist
- MFO Fee and AUM Benchmark
- MFO Request for Proposal (RFP) Template
Tools
Data
- All data
- Cities With the Most Mfos
- MFO Client Types
- MFO Fee Types Form ADV
- MFO Registration Status
- MFO Service Coverage
- Mfos By Country
- Mfos By Decade Founded
- Mfos By US State
Locations
- Algeria
- Andorra
- Argentina
- Australia
- Austria
- Bahamas
- Bahrain
- Barbados
- Belgium
- Bermuda
- Brazil
- British Virgin Islands
- Canada
- Cayman Islands
- Channel Islands
- Chile
- China
- Colombia
- Costa Rica
- Cyprus
- Czech Republic
- Denmark
- Dominican Republic
- Ecuador
- Estonia
- Finland
- France
- Germany
- Gibraltar
- Greece
- Guernsey
- Hong Kong
- Hungary
- India
- Ireland
- Isle of Man
- Israel
- Italy
- Japan
- Jersey
- Kuwait
- Liechtenstein
- Lithuania
- Luxembourg
- Malaysia
- Malta
- Mauritius
- Mexico
- Monaco
- Morocco
- Netherlands
- New Zealand
- Nigeria
- Norway
- Other
- Panama
- Peru
- Poland
- Portugal
- Russia
- Saudi Arabia
- Singapore
- Slovakia
- Slovenia
- South Africa
- South Korea
- Spain
- Sweden
- Switzerland
- Taiwan
- U S Virgin Islands
- United Arab Emirates
- United Kingdom
- United States
- Alabama
- Alaska
- Arizona
- Arizona, Phoenix
- Arizona, Scottsdale
- California
- California, Beverly Hills
- California, Los Angeles
- California, Palo Alto
- California, San Diego
- California, San Francisco
- California, Santa Barbara
- California, Santa Monica
- Colorado
- Colorado, Boulder
- Colorado, Denver
- Connecticut
- Connecticut, Westport
- Delaware
- Florida
- Florida, Aventura
- Florida, Boca Raton
- Florida, Coral Gables
- Florida, Fort Lauderdale
- Florida, Miami
- Florida, Naples
- Florida, Palm Beach
- Florida, Tampa
- Florida, West Palm Beach
- Georgia
- Georgia, Alpharetta
- Georgia, Atlanta
- Hawaii
- Idaho
- Idaho, Boise
- Illinois
- Illinois, Chicago
- Illinois, Naperville
- Indiana
- Indiana, Indianapolis
- Iowa
- Kansas
- Kansas, Overland Park
- Kentucky
- Kentucky, Louisville
- Louisiana
- Maine
- Maryland
- Maryland, Baltimore
- Maryland, Bethesda
- Massachusetts
- Massachusetts, Boston
- Michigan
- Minnesota
- Minnesota, Minneapolis
- Minnesota, Minnetonka
- Mississippi
- Missouri
- Missouri, St Louis
- Nevada
- New Hampshire
- New Hampshire, Portsmouth
- New Jersey
- New York
- New York, New York
- North Carolina
- North Carolina, Charlotte
- North Carolina, Greensboro
- Ohio
- Ohio, Cleveland
- Oregon
- Pennsylvania
- Pennsylvania, West Conshohocken
- South Carolina
- South Dakota
- Tennessee
- Tennessee, Memphis
- Texas
- Texas, Austin
- Texas, Dallas
- Texas, Houston
- Utah
- Utah, Provo
- Vermont
- Virginia
- Washington
- Washington, Bellevue
- Washington, Seattle
- Wisconsin
- Wisconsin, Madison
- Wyoming
- Uruguay