Start a family office

Families can share a platform, build an in-house team, or coordinate a lean network of specialists. The right path depends on your assets, complexity, control needs, and service requirements.

• Start here3 Paths to Creating a Family Office

  Compare multifamily, single family, and virtual family office paths by cost, staffing, control, launch timing, pros, cons, and fit.

• Multifamily officeCreate a Multifamily Office: A Step-by-Step Guide

  A multifamily office serves several unrelated families through one operating platform. Creating one requires a clear client definition, a service

• Single family officeCreate Your Own Single Family Office: A Step by Step Guide

  A single family office coordinates one family's wealth, investments, administration, governance, and long term planning. This guide explains how to

• Virtual family officeCreate a Virtual Family Office: A Step-by-Step Guide

  A virtual family office coordinates family administration through internal oversight and outside specialists. This guide covers scope, legal

Create a Multifamily Office: A Step-by-Step Guide

1. Building a Multifamily Office Investment Platform and Portfolio Framework
2. Defining Your Multifamily Office Mission, Scope, and Family Benefits
3. How to Launch a Multifamily Office Without Building Every Function In-House
4. Multifamily Office Creation Case Studies, Models, and Lessons Learned
5. Creating a High-Quality Deal Flow Network for Multifamily Office Families
6. Is a Multifamily Office Right for Your Family? A Readiness and Feasibility Guide
7. Investment Structures for Multifamily Offices: Co-GPs, LLCs, and Revenue Sharing
8. The Costliest Multifamily Office Mistakes and How to Avoid Them
9. Choosing the Right Multifamily Office Structure, Ownership, and Governance Model
10. Selecting Service Providers and Strategic Partners for a Multifamily Office

Create Your Own Single Family Office: A Step by Step Guide

1. Costly Mistakes to Avoid When Creating a Single Family Office
2. How to Build an Effective Single Family Office Investment Portfolio
3. Choosing the Right Advisors and Service Providers for Your Single Family Office
4. How to Get Your Family Aligned Before Launching a Single Family Office
5. Ways to Increase Deal Flow for Your New Single Family Office
6. Investment Structures Every New Single Family Office Should Understand
7. A Step-by-Step Roadmap for Creating Your Own Single Family Office
8. How to Start Your Family Office with a Virtual Model
9. The Three Phases of Setting Up a New Single Family Office
10. When Should You Create a Single Family Office?

Create a Virtual Family Office: A Step-by-Step Guide

1. How to Design a Custom Virtual Family Office for Your Family
2. How to Create a Virtual Family Office: A Step-by-Step Guide
3. How to Set Up a Virtual Family Office at No Cost
4. How to Start the Conversation About Creating a Virtual Family Office
5. A Practical Implementation Plan for Your Virtual Family Office
6. Plug-and-Play Solutions for Launching a Virtual Family Office
7. Building the Investment Portfolio for a Virtual Family Office
8. Choosing the Right Service Providers for Your Virtual Family Office
9. How to Structure a Virtual Family Office
10. Why Wealthy Families Choose a Virtual Family Office