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Which family office model fits?

A rough guide to MFO, virtual or single family office based on assets and how much you want to outsource.

Thresholds differ by expert. Slough puts viability near $100M to $250M, Diamond cited $250M in 2023 and $500M or more for direct-deal teams, and Botticelli puts dedicated staff near $500M to $700M. Erulin says there is no fixed minimum. This tool is a starting point for a conversation, not advice.

Education only. Results are estimates from your inputs, not advice. Source: Family Office Club research.

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Have a question about multifamily offices, fees or how to compare firms? Richard C. Wilson has run Family Office Club since 2007 and answers reader questions directly.

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