Family Office Strategy, Governance, and Operating Models, video 4 of 20

Three Phases of Setting Up a New Single Family Office

Setting up a single family office requires a clear sequence of decisions. This video presents a three phase framework for moving from an initial concept to an operating structure. The framework can help families clarify which capabilities to build internally, which services to obtain from outside providers, and how the structure should reflect family priorities, staffing needs, governance, and investment requirements. It also supports a more deliberate comparison between building a single family office and using a multifamily office.

Why watch

• Learn how a phased plan can organize the decision to build a single family office.
• Compare internal staffing, infrastructure, governance, and investment needs with services available through a multifamily office.
• Prepare practical questions about timing, responsibilities, costs, and operating priorities before choosing a family office model.