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Family Office Strategy, Governance, and Operating Models, video 10 of 20

Single Family Office Association

This video focuses on the Single Family Office Association and the work involved in building and operating a private family office. A single family office serves one family, while a multi-family office advises several families through a shared operating model. Comparing the two helps families assess governance, reporting, staffing, technology, privacy, and service scope. Families should also ask how a multi-family office adapts its processes to their goals, investment needs, and decision style. This context can help families prepare better questions before choosing a family office structure or provider.

Why watch

  • Understand how single family office operations compare with the shared model of a multi-family office.
  • Build a practical checklist for reviewing governance, staffing, reporting, technology, privacy, and service scope.
  • Prepare clearer questions about how a multi-family office will adapt its services to your family.

Ask Richard

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.

Send a question Text or WhatsApp (808) 600-9260